Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Vista Cima Wealth Management LLC $142.5M+ Castleton Partners, LLC $142.4M+ Prospettiva Financial $128.7M · San Francisco, CA+ Hudson Heritage Capital Management, Inc. $128.7M · Croton-On-Hudson, NY
Lubbock, TX
Highlands Ranch, CO
Assets under management$135.6M$142.4M$128.8M
Asset growth, last 2 years+228%+30%+35%
Advisory staff228
Individual clients4211921,228
Assets per client$322K$742K$105K
Clients per advisor21196154
Main custodian–Schwab–
Filing with the SEC since2012 or earlier20242023
Tools in their stack––1
People on Advicer.bio228

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

ToolHepworth Equity Partners, LLCThe Advisors GroupLord and Richards
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Hepworth Equity Partners, LLC: none listed · The Advisors Group: Schwab · Lord and Richards: none listed