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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 Hogantaylor Wealth (swap one in):+ Sherrill & Hutchins Financial Advisory Inc $623.7M · Atlanta, GA+ Kelly Financial Services LLC $623.6M · Braintree, MA+ Dara Capital US, Inc. $563.1M · Miami, FL+ Melia Wealth LLC $560.1M · Tulsa, OK
Tulsa, OK
Naperville, IL
Houston, TX
Assets under management$592.8M$623.4M$623.1M
Asset growth, last 2 years+36%+34%+34%
Advisory staff6811
Individual clients379399175
Assets per client$1.6M$1.6M$3.6M
Clients per advisor635016
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack123
People on Advicer.bio6712

From each firm's latest Form ADV (Apr 2026, Jul 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

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.

ToolHogantaylor WealthDhjj Financial AdvisorsFca Corp
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFile–Uses it–
CRM
HubSpotUses it––
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Hogantaylor Wealth: Schwab, Fidelity · Dhjj Financial Advisors: Schwab · Fca Corp: Schwab, Fidelity