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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):+ Code Waechter LLC $409M · Tampa, FL+ Guerra Wealth Advisors $406.2M · Miami, FL+ Strategy Financial Group $366.7M · Phoenix, AZ+ Invenio Wealth Partners, LLC $364M · Coral Gables, FL
Sarasota, FL
Lakewood Ranch, FL
Minneapolis, MN
Assets under management$386.1M$406.3M$405.5M
Asset growth, last 2 years+71%+38%+71%
Advisory staff4222
Individual clients48463875
Assets per client$798K$6.4M$463K
Clients per advisor1213240
Main custodianSchwabSchwabPershing
Filing with the SEC since202220212012 or earlier
Tools in their stack–41
People on Advicer.bio6242

From each firm's latest Form ADV (Mar 2026, Feb 2026, Sep 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, LLCNorthland Asset Management
Custodial Platform
NetX360 (Pershing)––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses 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 · Northland Asset Management: Pershing