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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+ Fidela Wealth $54.2M · Calabasas, CA+ 5 Talents Advisors, Inc $54M · Cameron Park, CA
Los Angeles, CA
Rancho Cucamonga, CA
Lincoln, NE
Assets under management$57.4M$60.5M$60.2M
Asset growth, last 2 years+39%––
Advisory staff121
Individual clients10021425
Assets per client$574K$283K$2.4M
Clients per advisor10010725
Main custodianInteractive Brokers––
Filing with the SEC since202120262026
Tools in their stack–––
People on Advicer.bio121

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Hayden Capital: Interactive Brokers · Fox & Holland Investing LLC: none listed · Mjb Financial Planning: none listed