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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 Hd Money, Inc. (swap one in):+ Guerra Wealth Advisors $406.2M · Miami, FL+ Northland Asset Management $405.5M · Minneapolis, MN+ Strategy Financial Group $366.7M · Phoenix, AZ+ Invenio Wealth Partners, LLC $364M · Coral Gables, FL
Sarasota, FL
Lakewood Ranch, FL
Tampa, FL
Assets under management$386.1M$406.3M$409M
Asset growth, last 2 years+71%+38%+95%
Advisory staff425
Individual clients48463322
Assets per client$798K$6.4M$1.3M
Clients per advisor1213264
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220212020
Tools in their stack–42
People on Advicer.bio625

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

ToolHd Money, Inc.Clarity Capital Advisors, LLCCode Waechter LLC
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Orion–Uses itUses it
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Hd Money, Inc.: Schwab · Clarity Capital Advisors, LLC: Schwab, Ascensus Broker Dealer Services, LLC · Code Waechter LLC: Schwab