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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 Hilton Head Capital Partners, LLC (swap one in):+ White Pine Capital LLC $430.6M · Bloomington, MN+ Castle Wealth Management $430.1M · Boynton Beach, FL+ Lbj Family Wealth Advisors, LTD. $388.8M · Austin, TX+ Redwood Financial Planning, LLC $388.8M · Scotch Plains, NJ
Hilton Head Island, SC
Fort Worth, TX
Sacramento, CA
Assets under management$409.5M$430.4M$389M
Asset growth, last 2 years–+73%+51%
Advisory staff659
Individual clients646429191
Assets per client$634K$1M$2M
Clients per advisor1088621
Main custodianRaymond JamesPershingPershing
Filing with the SEC since202420192012 or earlier
Tools in their stack–4–
People on Advicer.bio689

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.

ToolHilton Head Capital Partners, LLCSwmg, LLCAvisen Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Hilton Head Capital Partners, LLC: Raymond James, Schwab · Swmg, LLC: Pershing, Schwab · Avisen Advisors, LLC: Pershing