Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Hoff Private Wealth (swap one in):+ Asl Financial, LLC $186.7M · Los Gatos, CA+ 365 Wealth Management Group $186.6M · Mason, OH+ South Cove Financial, LLC $168.4M+ Stonehaven Wealth & Tax Solutions $168.2M · Appleton, WI
Wausau, WI
Woodbine, MD
Assets under management$177.5M$186.6M$186.5M
Asset growth, last 2 years+66%+44%+247%
Advisory staff341
Individual clients15422075
Assets per client$1.2M$848K$2.5M
Clients per advisor515575
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202420222012 or earlier
Tools in their stack–––
People on Advicer.bio351

From each firm's latest Form ADV (May 2026, 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Hoff Private Wealth: Schwab · Advocate Investing Services: LPL Financial · Block Wealth Management, Inc: Schwab, Fidelity