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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+ Delta Wealth Management, LLC $68M
Dickinson, ND
Waterville, NY
Assets under management$71.6M$75.2M$75.2M
Asset growth, last 2 years–+69%–
Advisory staff221
Individual clients14829669
Assets per client$483K$254K$1.1M
Clients per advisor7414869
Main custodian–Schwab–
Filing with the SEC since202620212026
Tools in their stack–11
People on Advicer.bio22–

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.

ToolHendrickson Financial Services, LLCKane FinancialLeedom Asset Management, Inc.
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Hendrickson Financial Services, LLC: none listed · Kane Financial: Schwab · Leedom Asset Management, Inc.: none listed