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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):+ Aviance Capital Partners LLC $1.13B · Naples, FL+ Insight Wealth Partners $1.12B · Plano, TX+ Portfolio Strategies Inc Ny $1.02B · Montvale, NJ+ Jt Stratford, LLC $1.01B · Gainesville, GA
Holland, MI
Grand Rapids, MI
Assets under management$1.07B$1.13B$1.02B
Asset growth, last 2 years+21%+29%+17%
Advisory staff4186
Individual clients5162,438479
Assets per client$2.1M$462K$2.1M
Clients per advisor12913580
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack––2
People on Advicer.bio4176

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

ToolHendershot Investments, Inc.Lvz, Inc.Lafleur & Godfrey Private Wealth Management
CRM
Envestnet Tamarac––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Hendershot Investments, Inc.: Schwab · Lvz, Inc.: Fidelity · Lafleur & Godfrey Private Wealth Management: Schwab