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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 Hf Advisory Group, LLC (swap one in):+ Turning Point Financial $339.4M · Frederick, MD+ Technomart Rga Inc $337.9M · Baltimore, MD+ Stableford Capital LLC $305.3M · Scottsdale, AZ+ Clarus Wealth Advisors, LLC $305.2M · Peoria, AZ
Annapolis, MD
Annapolis, MD
Timonium, MD
Assets under management$321.5M$338.6M$304.5M
Asset growth, last 2 years+70%+233%+33%
Advisory staff2223
Individual clients460569421
Assets per client$699K$595K$723K
Clients per advisor23026140
Main custodianSchwabAltruistLPL Financial
Filing with the SEC since202220242015
Tools in their stack–2–
People on Advicer.bio2294

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

ToolHf Advisory Group, LLCMDRN Capital™Hergenroeder Financial Advisors, Inc.
Custodial Platform
Altruist–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Hf Advisory Group, LLC: Schwab · MDRN Capital™: Altruist · Hergenroeder Financial Advisors, Inc.: LPL Financial