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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 Hfm Advisors (swap one in):+ Retirement Income Strategies Inc. $73.2M · Palm Beach Gardens, FL+ Lyons Investment Management $73.1M · Winter Park, FL+ Kai Advisors $66M+ Fernandez Financial Advisory, LLC $66M · Los Alamitos, CA
Bellevue, WA
Assets under management$69.6M$73.1M$66M
Asset growth, last 2 years––−17%
Advisory staff131
Individual clients6314626
Assets per client$1.1M$501K$2.5M
Clients per advisor634926
Main custodian––Banque Syz Sa
Filing with the SEC since202620262020
Tools in their stack–21
People on Advicer.bio131

From each firm's latest Form ADV (Mar 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.

ToolHfm AdvisorsWaterrock Global Asset ManagementKomorebi Global
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Hfm Advisors: none listed · Waterrock Global Asset Management: none listed · Komorebi Global: Banque Syz Sa, BNY, Pershing