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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 Hinds Financial Group Inc (swap one in):+ Shikiar Asset Management Inc $564M · New York, NY+ Lgg Financial $563.9M · Bethesda, MD+ Bear Nolan LLC $510M+ Chase Investment Counsel Corporation $509.8M · Charlottesville, VA
Lakewood, CO
Bloomington, MN
Charlotte, NC
Assets under management$536.9M$564M$510M
Asset growth, last 2 years+27%+118%+31%
Advisory staff592
Individual clients298330186
Assets per client$1.8M$1.7M$2.7M
Clients per advisor603793
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20182015
Tools in their stack23–
People on Advicer.bio6123

From each firm's latest Form ADV (Dec 2025, Apr 2026, Jan 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.

ToolHinds Financial Group IncBoyum Wealth Architects LLCDefender Capital
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy KrakenUses it––
Email & Office Suites
Microsoft 365Uses it––
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Hinds Financial Group Inc: Pershing · Boyum Wealth Architects LLC: Schwab, T. Rowe Price Investment Services, Inc. · Defender Capital: Schwab