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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+ Allen Wealth Management, LLC $664.3M · Boone, NC+ Focused Alpha, LLC $663.9M · Greenwood Village, CO
West Hartford, CT
Concord, NH
Tucson, AZ
Assets under management$699.6M$735.5M$737.8M
Asset growth, last 2 years+2%+16%+33%
Advisory staff683
Individual clients1763502,488
Assets per client$4M$2.1M$297K
Clients per advisor2944829
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack11–
People on Advicer.bio773

From each firm's latest Form ADV (Mar 2026, Aug 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 InvestmentsFinancial Directions LLC
CRM
Envestnet TamaracUses 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 · Financial Directions LLC: Fidelity, Captial Bank and Trust