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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):+ Oliver Wealth Management $340.4M · Towson, MD+ Turning Point Financial $339.4M · Frederick, MD+ Stableford Capital LLC $305.3M · Scottsdale, AZ+ Hergenroeder Financial Advisors, Inc. $304.5M · Timonium, MD
Annapolis, MD
Annapolis, MD
Baltimore, MD
Assets under management$321.5M$338.6M$337.9M
Asset growth, last 2 years+70%+233%–
Advisory staff2221
Individual clients46056970
Assets per client$699K$595K$4.8M
Clients per advisor2302670
Main custodianSchwabAltruist–
Filing with the SEC since202220242024
Tools in their stack–2–
People on Advicer.bio2291

From each firm's latest Form ADV (Oct 2026, Jul 2026, Dec 2024). 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™Technomart Rga Inc
Custodial Platform
Altruist–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Hf Advisory Group, LLC: Schwab · MDRN Capital™: Altruist · Technomart Rga Inc: none listed