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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+ Technomart Rga Inc $337.9M · Baltimore, MD+ Stableford Capital LLC $305.3M · Scottsdale, AZ+ Hergenroeder Financial Advisors, Inc. $304.5M · Timonium, MD
Annapolis, MD
Annapolis, MD
Frederick, MD
Assets under management$321.5M$338.6M$339.4M
Asset growth, last 2 years+70%+233%+9%
Advisory staff22215
Individual clients460569784
Assets per client$699K$595K$433K
Clients per advisor2302652
Main custodianSchwabAltruistSEI
Filing with the SEC since202220242019
Tools in their stack–23
People on Advicer.bio22915

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™Turning Point Financial
CRM
HubSpot––Uses it
Custodial Platform
Altruist–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Hf Advisory Group, LLC: Schwab · MDRN Capital™: Altruist · Turning Point Financial: SEI