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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 Hendershot Investments, Inc. (swap one in):+ Sharkey Howes & Javer Inc $1.13B · Denver, CO+ Aviance Capital Partners LLC $1.13B · Naples, FL+ Lafleur & Godfrey Private Wealth Management $1.02B · Grand Rapids, MI+ Portfolio Strategies Inc Ny $1.02B · Montvale, NJ
Holland, MI
Plano, TX
Assets under management$1.07B$1.13B$1.12B
Asset growth, last 2 years+21%+29%+42%
Advisory staff41816
Individual clients5162,438959
Assets per client$2.1M$462K$1.2M
Clients per advisor12913560
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio41715

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

ToolHendershot Investments, Inc.Lvz, Inc.Insight Wealth Partners
Website Builders
Wix––Uses it

Custodians on Form ADV: Hendershot Investments, Inc.: Schwab · Lvz, Inc.: Fidelity · Insight Wealth Partners: Schwab, Fidelity