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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 Hip Investor, Inc. (swap one in):+ Integrated Asset Management, Inc. $28.1M+ Jackson Asset Management, Inc $28M+ Berkeley Investment Advisors $25.3M · San Francisco, CA+ American Market Advisors, Inc. $25.3M · Shavano Park, TX
New York, NY
Virginia Beach, VA
Assets under management$26.7M$28M$28.1M
Asset growth, last 2 years–+5%–
Advisory staff382
Individual clients316071
Assets per client$861K$467K$395K
Clients per advisor10836
Main custodian–Schwab–
Filing with the SEC since202620132026
Tools in their stack––5
People on Advicer.bio3172

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.

ToolHip Investor, Inc.Dominari Securities LLCPeacelink Financial Planning
Advisor Lead Gen
Fee-Only Network––Uses it
Wealthtender––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Hip Investor, Inc.: none listed · Dominari Securities LLC: Schwab, RBC · Peacelink Financial Planning: none listed