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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+ Sonoran Capital Management, LLC $51.7M+ Fiscalis Advisory, Inc. $46.8M · Anacortes, WA+ Bagby Wealth Management $46.7M · Dexter, MO
Kansas City, MO
New York, NY
Assets under management$49.2M$51.7M$51.7M
Asset growth, last 2 years––+17%
Advisory staff323
Individual clients17393174
Assets per client$285K$556K$297K
Clients per advisor584758
Main custodian––Apex Clearing
Filing with the SEC since202620262017
Tools in their stack632
People on Advicer.bio313

From each firm's latest Form ADV (Aug 2026, Jan 2026, Jul 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.

ToolHdq WealthHarmoney Wealth, PLLCStash Wealth, 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 itUses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Hdq Wealth: none listed · Harmoney Wealth, PLLC: none listed · Stash Wealth, LLC: Apex Clearing