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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 Hfh Planning Inc. (swap one in):+ Etre LLC $216.8M · Cambridge, MA+ The Simmons Partnership, Inc $216.5M · Towson, MD+ J2 Capital Management, Inc. $195.7M · Troy, MI+ Tepp Wealth Management $195.7M · Westfield, NJ
Centennial, CO
Guthrie Center, IA
Assets under management$206.1M$216.5M$216.5M
Asset growth, last 2 years+22%+23%+51%
Advisory staff2227
Individual clients1221562,350
Assets per client$1.7M$1.4M$92K
Clients per advisor617887
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202019
Tools in their stack––1
People on Advicer.bio2226

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

ToolHfh Planning Inc.Ffg Retirement CounselingAegis Wealth Management, Inc.
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Hfh Planning Inc.: Schwab, TIAA-Cref Individual & Institutional Services, LLC · Ffg Retirement Counseling: Schwab · Aegis Wealth Management, Inc.: Schwab