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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 Hayden Capital (swap one in):+ Steinmetz Financial Planning $60.7M · Redwood City, CA+ Prescott Investor Services, Inc. $60.2M · Prescott, AZ+ Westmore Asset Management $54.5M · Pearl River, NY+ 5 Talents Advisors, Inc $54M · Cameron Park, CA
Los Angeles, CA
Rancho Cucamonga, CA
Calabasas, CA
Assets under management$57.4M$60.5M$54.2M
Asset growth, last 2 years+39%––
Advisory staff121
Individual clients10021456
Assets per client$574K$283K$967K
Clients per advisor10010756
Main custodianInteractive Brokers––
Filing with the SEC since202120262026
Tools in their stack––2
People on Advicer.bio121

From each firm's latest Form ADV (Aug 2026, Feb 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.

ToolHayden CapitalFox & Holland Investing LLCFidela Wealth
Planning Light
Advyzon––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Hayden Capital: Interactive Brokers · Fox & Holland Investing LLC: none listed · Fidela Wealth: none listed