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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 Henthorn Agency, Inc. (swap one in):+ Wealthkare.com, Inc. $136.7M · Mount Union, PA+ Ele Advisory Services, Inc $136.5M · Southfield, MI+ O'donnell Wealth Management $123.3M · Cody, WY+ Dewitt Capital Management $123.2M · Collegeville, PA
Beech Grove, IN
New York, NY
Danville, CA
Assets under management$130M$136.6M$123.5M
Asset growth, last 2 years–+111%+243%
Advisory staff141
Individual clients30078117
Assets per client$433K$1.8M$1.1M
Clients per advisor30020117
Main custodian–SchwabSchwab
Filing with the SEC since202620222012 or earlier
Tools in their stack1–1
People on Advicer.bio141

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

ToolHenthorn Agency, Inc.Re-Envision WealthGallagher Wealth Management
Financial Planning
eMoney––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Henthorn Agency, Inc.: none listed · Re-Envision Wealth: Schwab, Mtg, LLC, Altruist · Gallagher Wealth Management: Schwab