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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Havenshare Financial, LLC (swap one in):+ Rempart Asset Management $705.2M · Montreal, Quebec+ Ridgecrest Wealth Partners, LLC $705.1M · San Rafael, CA+ Southern Capital Advisors, LLC $636.9M · Jackson, TN+ Timber Creek Capital Management, LLC $636.8M · Boston, MA
Carmel, IN
Lehi, UT
Assets under management$670.5M$705M$704.2M
Asset growth, last 2 years+3%+86%+35%
Advisory staff278
Individual clients7291218
Assets per client$95.8M$2.4M$3.2M
Clients per advisor44227
Main custodian–SchwabPershing
Filing with the SEC since20152012 or earlier2021
Tools in their stack––3
People on Advicer.bio289

From each firm's latest Form ADV (Apr 2026, Oct 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolHavenshare Financial, LLCHalter Ferguson Financial IncSolidarity Wealth, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
NetX360 (Pershing)––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Havenshare Financial, LLC: none listed · Halter Ferguson Financial Inc: Schwab, Fidelity · Solidarity Wealth, LLC: Pershing