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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):+ Financial Directions LLC $737.8M · Tucson, AZ+ 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
Hunt Valley, MD
Assets under management$699.6M$735.5M$735.6M
Asset growth, last 2 years+2%+16%+57%
Advisory staff6810
Individual clients176350994
Assets per client$4M$2.1M$740K
Clients per advisor294499
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack115
People on Advicer.bio7714

From each firm's latest Form ADV (Mar 2026, Aug 2026, Apr 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 InvestmentsThe Marshall Financial Group LLC
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
Digital Marketing
Amplify Reviews––Uses it
FMG (FMG Suite)––Uses it
Portfolio Management
Orion–Uses itUses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Hfm Wealth Management: Schwab, Wilmington Trust, U.S. Bank · Carlson Investments: Schwab, Commerce Bank, Fidelity · The Marshall Financial Group LLC: Schwab