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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+ Clarus Wealth Advisors, LLC $305.2M · Peoria, AZ+ Hergenroeder Financial Advisors, Inc. $304.5M · Timonium, MD
Annapolis, MD
Annapolis, MD
Scottsdale, AZ
Assets under management$321.5M$338.6M$305.3M
Asset growth, last 2 years+70%+233%+13%
Advisory staff2223
Individual clients46056992
Assets per client$699K$595K$3.3M
Clients per advisor2302631
Main custodianSchwabAltruistFidelity
Filing with the SEC since202220242014
Tools in their stack–21
People on Advicer.bio2295

From each firm's latest Form ADV (Oct 2026, Jul 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™Stableford Capital LLC
Custodial Platform
Altruist–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Hf Advisory Group, LLC: Schwab · MDRN Capital™: Altruist · Stableford Capital LLC: Fidelity