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):+ 365 Wealth Management Group $186.6M · Mason, OH+ Block Wealth Management, Inc $186.5M+ Stewardship Capital $168.4M · Independence, MO+ Stonehaven Wealth & Tax Solutions $168.2M · Appleton, WI
Wausau, WI
Woodbine, MD
Assets under management$177.5M$186.6M$168.4M
Asset growth, last 2 years+66%+44%+30%
Advisory staff343
Individual clients154220208
Assets per client$1.2M$848K$810K
Clients per advisor515569
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202420222024
Tools in their stack––1
People on Advicer.bio353

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

ToolHoff Private WealthAdvocate Investing ServicesSouth Cove Financial, LLC
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Hoff Private Wealth: Schwab · Advocate Investing Services: LPL Financial · South Cove Financial, LLC: Schwab