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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 Horizon Financial (swap one in):+ Hendricks Wealth and Estate Management $536.1M · Algonquin, IL+ Litvak Wealth, LLC $536.1M · Norwalk, CT+ Vantage Point Financial, LLC $484.6M · Lisle, IL+ Graney& King, LLC $484.4M · Latham, NY
West Henrietta, NY
New York, NY
York, PA
Assets under management$510.2M$540.2M$484.6M
Asset growth, last 2 years+21%+31%+33%
Advisory staff987
Individual clients734557466
Assets per client$695K$970K$1M
Clients per advisor827067
Main custodianSchwabPershingSchwab
Filing with the SEC since20192012 or earlier2014
Tools in their stack––4
People on Advicer.bio9137

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

ToolHorizon FinancialHerold Advisors, Inc.Johnson & White Wealth Management LLC
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Horizon Financial: Schwab · Herold Advisors, Inc.: Pershing · Johnson & White Wealth Management LLC: Schwab