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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 Hinde Group LLC (swap one in):+ Sierra Madre Partners LLC $29.3M · Cerritos, CA+ Inception Financial Services $29.1M · Costa Mesa, CA+ S.e. Thorn & Co. $26.3M+ Monetary Management Corporation $26.2M · San Francisco, CA
San Francisco, CA
San Francisco, CA
Aliso Viejo, CA
Assets under management$27.7M$29.2M$26.1M
Asset growth, last 2 years–+1,375%–
Advisory staff122
Individual clients2013891
Assets per client$1.4M$212K$287K
Clients per advisor206946
Main custodian–Apex Clearing–
Filing with the SEC since202620222026
Tools in their stack––3
People on Advicer.bio1–2

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

ToolHinde Group LLCBunkerEden Financial
Advisor Lead Gen
Fee-Only Network––Uses it
Risk Tolerance
DataPoints––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Hinde Group LLC: none listed · Bunker: Apex Clearing · Eden Financial: none listed