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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 Hendrickson Financial Services, LLC (swap one in):+ Arkin Financial Advisors, LLC $75.2M · Savannah, GA+ Skybox Financial Group LLC $75.2M · Middleburg Heights, OH+ Mottet Wealth $68M+ Penn Street Capital Management LLC $68M
Dickinson, ND
Waterville, NY
Assets under management$71.6M$75.2M$68M
Asset growth, last 2 years–+69%–
Advisory staff222
Individual clients14829644
Assets per client$483K$254K$1.5M
Clients per advisor7414822
Main custodian–Schwab–
Filing with the SEC since202620212026
Tools in their stack–11
People on Advicer.bio222

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.

ToolHendrickson Financial Services, LLCKane FinancialDelta Wealth Management, LLC
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Hendrickson Financial Services, LLC: none listed · Kane Financial: Schwab · Delta Wealth Management, LLC: none listed