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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 Hdq Wealth (swap one in):+ Alpine Asset Management $51.7M · Zephyr Cove, NV+ Stash Wealth, LLC $51.7M · New York, NY+ Fiscalis Advisory, Inc. $46.8M · Anacortes, WA+ Bagby Wealth Management $46.7M · Dexter, MO
Kansas City, MO
Assets under management$49.2M$51.7M$51.7M
Asset growth, last 2 years–––
Advisory staff321
Individual clients1739312
Assets per client$285K$556K$4.3M
Clients per advisor584712
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack63–
People on Advicer.bio312

From each firm's latest Form ADV (Aug 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.

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.

ToolHdq WealthHarmoney Wealth, PLLCSonoran Capital Management, LLC
Custodial Platform
Betterment Advisor SolutionsUses it––
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Cash Management/Budgeting
MonarchUses it––
Estate Planning
VanillaUses it––
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–