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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 Hc Advisors LLC (swap one in):+ Graybill Wealth Management, LTD. $525.8M · Elmhurst, IL+ Gold Investment Management LTD. $525.8M · Edmonton+ Cape Investment Advisory, Inc. $473.7M · Mcdonough, GA+ Adapt Wealth Advisors, LLC $469.2M · Atlanta, GA
Sandy Springs, GA
Atlanta, GA
Hingham, MA
Assets under management$500.2M$529.4M$525.2M
Asset growth, last 2 years−20%+23%–
Advisory staff654
Individual clients206315749
Assets per client$2.4M$1.7M$701K
Clients per advisor3463187
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since2012 or earlier20132024
Tools in their stack1––
People on Advicer.bio655

From each firm's latest Form ADV (Jul 2026, Sep 2026, Apr 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.

ToolHc Advisors LLCBenedict Financial Advisors, Inc.Bostonpremier Wealth
CRM
Envestnet TamaracUses it––

Custodians on Form ADV: Hc Advisors LLC: Schwab · Benedict Financial Advisors, Inc.: LPL Financial · Bostonpremier Wealth: Fidelity