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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 Hepworth Equity Partners, LLC (swap one in):+ Stephen J. Garry & Associates, LLC $142.6M · Garden City, NY+ Vista Cima Wealth Management LLC $142.5M+ Lord and Richards $128.8M · Highlands Ranch, CO+ Prospettiva Financial $128.7M · San Francisco, CA
Lubbock, TX
Assets under management$135.6M$142.4M$142.4M
Asset growth, last 2 years+228%+30%−4%
Advisory staff221
Individual clients42119212
Assets per client$322K$742K$11.9M
Clients per advisor2119612
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack–––
People on Advicer.bio221

From each firm's latest Form ADV (Oct 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Hepworth Equity Partners, LLC: none listed · The Advisors Group: Schwab · Castleton Partners, LLC: Fidelity, Northern Trust