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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 Hoff Private Wealth (swap one in):+ 365 Wealth Management Group $186.6M · Mason, OH+ Block Wealth Management, Inc $186.5M+ South Cove Financial, LLC $168.4M+ Stewardship Capital $168.4M · Independence, MO
Wausau, WI
Woodbine, MD
Appleton, WI
Assets under management$177.5M$186.6M$168.2M
Asset growth, last 2 years+66%+44%–
Advisory staff343
Individual clients154220310
Assets per client$1.2M$848K$543K
Clients per advisor5155103
Main custodianSchwabLPL Financial–
Filing with the SEC since202420222024
Tools in their stack–––
People on Advicer.bio353

From each firm's latest Form ADV (May 2026, Mar 2026, Oct 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 · Stonehaven Wealth & Tax Solutions: none listed