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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 Wealth Management (swap one in):+ The Marshall Financial Group LLC $735.6M · Hunt Valley, MD+ Stenger Family Office, LLC $734.9M · Naperville, IL+ Focused Alpha, LLC $663.9M · Greenwood Village, CO+ Gkb Partners LLC $663.4M
West Hartford, CT
Concord, NH
Boone, NC
Assets under management$699.6M$735.5M$664.3M
Asset growth, last 2 years+2%+16%+74%
Advisory staff684
Individual clients1763501,099
Assets per client$4M$2.1M$604K
Clients per advisor2944275
Main custodianSchwabSchwabRaymond James
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack111
People on Advicer.bio774

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jan 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 Wealth ManagementCarlson InvestmentsAllen Wealth Management, LLC
CRM
Envestnet TamaracUses it––
Custodial Platform
Raymond James––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Hfm Wealth Management: Schwab, Wilmington Trust, U.S. Bank · Carlson Investments: Schwab, Commerce Bank, Fidelity · Allen Wealth Management, LLC: Raymond James