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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):+ Boston Standard Wealth Management, LLC $647.6M · Winchester, MA+ Single Point Partners $641.3M · Boston, MA+ Harvey Capital Management Inc $579.4M · Palm Beach, FL+ Mattern Wealth Management LLC $579M · Lawrence, KS
Boston, MA
Manchester, MA
Atlanta, GA
Assets under management$610M$642.4M$579.1M
Asset growth, last 2 years+52%+40%+20%
Advisory staff9310
Individual clients5851491,156
Assets per client$1M$4.3M$501K
Clients per advisor6550116
Main custodianRBCSchwabFidelity
Filing with the SEC since201920162019
Tools in their stack217
People on Advicer.bio9311

From each firm's latest Form ADV (Jul 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.

ToolHoopoe AdvisorsArjuna Capital, LLCEpg Wealth Management LLC
Custodial Platform
Charles Schwab––Uses it
Interactive BrokersUses it––
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoneyUses it–Uses it
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
Squarespace–Uses itUses it

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