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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 Hoopoe Advisors (swap one in):+ Single Point Partners $641.3M · Boston, MA+ Riverstone Advisors, LLC $640.9M+ Harvey Capital Management Inc $579.4M · Palm Beach, FL+ Epg Wealth Management LLC $579.1M · Atlanta, GA
Boston, MA
Manchester, MA
Winchester, MA
Assets under management$610M$642.4M$647.6M
Asset growth, last 2 years+52%+40%+43%
Advisory staff935
Individual clients585149393
Assets per client$1M$4.3M$1.6M
Clients per advisor655079
Main custodianRBCSchwabSchwab
Filing with the SEC since201920162012 or earlier
Tools in their stack211
People on Advicer.bio934

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

ToolHoopoe AdvisorsArjuna Capital, LLCBoston Standard Wealth Management, LLC
Custodial Platform
Interactive BrokersUses it––
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoneyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Hoopoe Advisors: RBC, Nationwide, Fidelity, Pershing, Vanguard, Capital Client Group, Inc. · Arjuna Capital, LLC: Schwab · Boston Standard Wealth Management, LLC: Schwab