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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 Hedgefield Wealth Management (swap one in):+ Skibek Wealth Management $33.7M+ Strategic Advocates, LLC $33.7M · Sacramento, CA+ Focus Investment Advisors, LLC $30.5M · Miami, FL+ Concinnus Financial, Inc $30.5M
Brunswick, OH
Staatsburg, NY
Assets under management$32.1M$33.7M$30.5M
Asset growth, last 2 years––+170%
Advisory staff111
Individual clients33793
Assets per client$973K$427K$10.2M
Clients per advisor33793
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack4––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 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.

ToolHedgefield Wealth ManagementWay Street Financial, LLCBantam Inc.
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Hedgefield Wealth Management: none listed · Way Street Financial, LLC: none listed · Bantam Inc.: Schwab