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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):+ Eads & Heald Wealth Management $240.5M · Atlanta, GA+ 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
New Lenox, IL
Assets under management$228.9M$240.4M$240.4M
Asset growth, last 2 years−0%+80%−16%
Advisory staff2633
Individual clients401,3301,307
Assets per client$5.7M$181K$184K
Clients per advisor2022240
Main custodianMorgan StanleyAxos ClearingAxos Clearing
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack–––
People on Advicer.bio2634

From each firm's latest Form ADV (Mar 2026, Aug 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Hemisphere Partners LLC: Morgan Stanley, J.P. Morgan · Storehouse Financial LLC: Axos Clearing, Schwab · Interactive Financial Advisors: Axos Clearing