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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):+ Jackson Square Capital, LLC $564.3M · San Francisco, CA+ Shikiar Asset Management Inc $564M · New York, NY+ Defender Capital $510M · Charlotte, NC+ Bear Nolan LLC $510M
Lakewood, CO
Bloomington, MN
Bethesda, MD
Assets under management$536.9M$564M$563.9M
Asset growth, last 2 years+27%+118%+14%
Advisory staff592
Individual clients298330241
Assets per client$1.8M$1.7M$2.3M
Clients per advisor6037121
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20182019
Tools in their stack231
People on Advicer.bio6122

From each firm's latest Form ADV (Dec 2025, Apr 2026, Jul 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 LLCLgg Financial
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–
Portfolio Management
Orion––Uses it

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