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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 Hillspring Financial, Inc. (swap one in):+ Westmark Wealth Management $195.4M · Phoenix, AZ+ Independent Wealth Advisors, LLC $195.3M · Cary, NC+ Greybox Investments $176.7M · Birmingham, AL+ Ladd Capital Management LLC $176.6M · New Haven, CT
Surprise, AZ
Scottsdale, AZ
Fremont, CA
Assets under management$186M$196.7M$176.7M
Asset growth, last 2 years–+6%+28%
Advisory staff251
Individual clients260204115
Assets per client$715K$964K$1.5M
Clients per advisor13041115
Main custodianSchwabShareholders Service Group, LLCRaymond James
Filing with the SEC since20242012 or earlier2016
Tools in their stack12–
People on Advicer.bio231

From each firm's latest Form ADV (Mar 2026, Feb 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.

ToolHillspring Financial, Inc.Bradley Wealth LLCBeyond Financial Services
Financial Planning
eMoneyUses it––
Envestnet MoneyGuide–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Hillspring Financial, Inc.: Schwab · Bradley Wealth LLC: Shareholders Service Group, LLC · Beyond Financial Services: Raymond James