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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):+ Financial Life Planners $208.4M · Tempe, AZ+ 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
Sunset Hills, MO
Assets under management$198.1M$208.8M$208.3M
Asset growth, last 2 years–+74%+28%
Advisory staff242
Individual clients20116077
Assets per client$986K$1.3M$2.7M
Clients per advisor1014039
Main custodianSchwabFidelityFidelity
Filing with the SEC since202420222012 or earlier
Tools in their stack––1
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

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.

ToolHoffmann HermansonCapital Asset Management, LLCSfc Financial LLC
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Hoffmann Hermanson: Schwab · Capital Asset Management, LLC: Fidelity · Sfc Financial LLC: Fidelity