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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 Hobbs Group Advisors LLC (swap one in):+ Freedom Day Solutions, LLC $615.3M · Houston, TX+ Mystic Asset Management $614.6M · Warwick, RI+ O'rourke & Company, Incorporated $555.1M · Boston, MA+ Global View Investment Advisors, LLC $553.8M · Greenville, SC
Columbia, SC
Rock Hill, SC
La Jolla, CA
Assets under management$584.4M$619.8M$614.8M
Asset growth, last 2 years+101%+65%+34%
Advisory staff757
Individual clients362534269
Assets per client$1.6M$1.2M$2.3M
Clients per advisor5210738
Main custodianFidelity–Fidelity
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack–410
People on Advicer.bio766

From each firm's latest Form ADV (Mar 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.

ToolHobbs Group Advisors LLCBna WealthFinancial Alternatives, Inc.
Custodial Platform
Charles Schwab–Uses itUses it
Vanguard––Uses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
Box–Uses it–
ShareFile––Uses it
Client Data Gathering
PreciseFP––Uses it
CRM
Envestnet Tamarac––Uses it
Equity Compensation
StockOpter––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–
Tax Planning
Wealth.com–Uses it–
Video Meetings & Messaging
Zoom––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Hobbs Group Advisors LLC: Fidelity · Bna Wealth: none listed · Financial Alternatives, Inc.: Fidelity, Schwab