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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+ Financial Alternatives, Inc. $614.8M · La Jolla, CA+ O'rourke & Company, Incorporated $555.1M · Boston, MA+ Global View Investment Advisors, LLC $553.8M · Greenville, SC
Columbia, SC
Rock Hill, SC
Warwick, RI
Assets under management$584.4M$619.8M$614.6M
Asset growth, last 2 years+101%+65%+114%
Advisory staff752
Individual clients362534131
Assets per client$1.6M$1.2M$4.7M
Clients per advisor5210766
Main custodianFidelity–Schwab
Filing with the SEC since20182012 or earlier2014
Tools in their stack–4–
People on Advicer.bio762

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 WealthMystic Asset Management
Client File Sharing
Box–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–
Tax Planning
Wealth.com–Uses it–

Custodians on Form ADV: Hobbs Group Advisors LLC: Fidelity · Bna Wealth: none listed · Mystic Asset Management: Schwab