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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 Hoffmann Hermanson (swap one in):+ Sfc Financial LLC $208.3M · Sunset Hills, MO+ Longview Financial Advisors, Inc. $208.2M · Huntsville, AL+ Frank Financial Advisors $188.2M · Carlsbad, CA+ Steele Street Private Wealth Management $187.5M · Denver, CO
Denver, CO
Denver, CO
Tempe, AZ
Assets under management$198.1M$208.8M$208.4M
Asset growth, last 2 years–+74%+57%
Advisory staff243
Individual clients201160298
Assets per client$986K$1.3M$699K
Clients per advisor1014099
Main custodianSchwabFidelityFidelity
Filing with the SEC since202420222023
Tools in their stack–––
People on Advicer.bio244

From each firm's latest Form ADV (Oct 2026, Mar 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: Hoffmann Hermanson: Schwab · Capital Asset Management, LLC: Fidelity · Financial Life Planners: Fidelity