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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):+ The Simmons Partnership, Inc $216.5M · Towson, MD+ Aegis Wealth Management, Inc. $216.5M · Guthrie Center, IA+ Tepp Wealth Management $195.7M · Westfield, NJ+ Clark & Stuart Inc $195.6M · Portland, ME
Centennial, CO
Troy, MI
Assets under management$206.1M$216.5M$195.7M
Asset growth, last 2 years+22%+23%+20%
Advisory staff222
Individual clients122156205
Assets per client$1.7M$1.4M$955K
Clients per advisor6178103
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack––2
People on Advicer.bio222

From each firm's latest Form ADV (Apr 2026, Feb 2026, Sep 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 CounselingJ2 Capital Management, Inc.
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Hfh Planning Inc.: Schwab, TIAA-Cref Individual & Institutional Services, LLC · Ffg Retirement Counseling: Schwab · J2 Capital Management, Inc.: Schwab