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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 Hemisphere Partners LLC (swap one in):+ Interactive Financial Advisors $240.4M · New Lenox, IL+ Keystone Financial Services, LLC $240.3M · Omaha, NE+ New Horizon Financial Strategies, LLC $217.2M · Ithaca, NY+ Prosperity Advisory Group LLC $216M · Victor, NY
New York, NY
Fort Worth, TX
Atlanta, GA
Assets under management$228.9M$240.4M$240.5M
Asset growth, last 2 years−0%+80%+2%
Advisory staff264
Individual clients401,330229
Assets per client$5.7M$181K$1.1M
Clients per advisor2022257
Main custodianMorgan StanleyAxos ClearingSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack––3
People on Advicer.bio263

From each firm's latest Form ADV (Mar 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.

ToolHemisphere Partners LLCStorehouse Financial LLCEads & Heald Wealth Management
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Hemisphere Partners LLC: Morgan Stanley, J.P. Morgan · Storehouse Financial LLC: Axos Clearing, Schwab · Eads & Heald Wealth Management: Schwab, Morgan Stanley