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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):+ Kelly Financial Services LLC $623.6M · Braintree, MA+ Fca Corp $623.1M · Houston, TX+ Dara Capital US, Inc. $563.1M · Miami, FL+ Melia Wealth LLC $560.1M · Tulsa, OK
Tulsa, OK
Naperville, IL
Atlanta, GA
Assets under management$592.8M$623.4M$623.7M
Asset growth, last 2 years+36%+34%+15%
Advisory staff686
Individual clients379399409
Assets per client$1.6M$1.6M$1.5M
Clients per advisor635068
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack121
People on Advicer.bio676

From each firm's latest Form ADV (Apr 2026, Jul 2026, Jun 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 AdvisorsSherrill & Hutchins Financial Advisory Inc
Client File Sharing
ShareFile–Uses it–
CRM
HubSpotUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Hogantaylor Wealth: Schwab, Fidelity · Dhjj Financial Advisors: Schwab · Sherrill & Hutchins Financial Advisory Inc: Schwab, Fidelity