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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):+ Leedom Asset Management, Inc. $75.2M+ Arkin Financial Advisors, LLC $75.2M · Savannah, GA+ Mottet Wealth $68M+ Delta Wealth Management, LLC $68M
Dickinson, ND
Waterville, NY
Middleburg Heights, OH
Assets under management$71.6M$75.2M$75.2M
Asset growth, last 2 years–+69%–
Advisory staff222
Individual clients148296189
Assets per client$483K$254K$398K
Clients per advisor7414895
Main custodian–Schwab–
Filing with the SEC since202620212026
Tools in their stack–15
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 FinancialSkybox Financial Group LLC
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Hendrickson Financial Services, LLC: none listed · Kane Financial: Schwab · Skybox Financial Group LLC: none listed