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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 Hoku Partners LLC (swap one in):+ Oberlin Wealth Partners, LLC $32.3M · Bryan, OH+ Burl Investment Management, LLC $32.3M · Lexington, KY+ Apex Wealth Management, LLC $29.2M+ Portico Financial Group, LLC $29.2M
Wausau, WI
San Francisco, CA
Assets under management$30.7M$32.3M$29.2M
Asset growth, last 2 years––+1,375%
Advisory staff112
Individual clients–62138
Assets per client–$521K$212K
Clients per advisor–6269
Main custodian––Apex Clearing
Filing with the SEC since202620262022
Tools in their stack1––
People on Advicer.bio11–

From each firm's latest Form ADV (Mar 2026, Jan 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.

ToolHoku Partners LLCPoint Wealth, LLCBunker
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Hoku Partners LLC: none listed · Point Wealth, LLC: none listed · Bunker: Apex Clearing