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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 Hfir LLC (swap one in):+ Epogee Capital Management, LLC $71.8M+ Montoya Wealth Management $71.7M · Prescott, AZ+ Capital Area Planning Group $64.8M · Washington, DC+ Legacy Wealth Concepts $64.8M · Baton Rouge, LA
Leawood, KS
Bend, OR
Assets under management$68.3M$71.7M$64.8M
Asset growth, last 2 years––+35%
Advisory staff132
Individual clients2614568
Assets per client$2.6M$495K$954K
Clients per advisor264834
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack–41
People on Advicer.bio–42

From each firm's latest Form ADV (Mar 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.

ToolHfir LLCInsight Investment Advisers LLCStrategy Cap, LLC
Website Builders
Squarespace–Uses it–
Webflow––Uses it
Digital Marketing
Mailchimp–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Hfir LLC: none listed · Insight Investment Advisers LLC: none listed · Strategy Cap, LLC: Schwab