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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 Wealth Advisors (swap one in):+ Hammond Iles Wealth Advisors $474.9M · Wethersfield, CT+ Trueblood Wealth Management, LLC $474.1M · Lima, OH+ Murphy & Sylvest $425.7M · Dallas, TX+ Smart Money Group, LLC $424.3M · Eastland, TX
Houston, TX
Keller, TX
Miami, FL
Assets under management$451.4M$479M$474.5M
Asset growth, last 2 years+20%+63%+42%
Advisory staff4103
Individual clients19019339
Assets per client$2.4M$2.5M$12.2M
Clients per advisor481913
Main custodianFidelitySchwabPershing
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack–21
People on Advicer.bio6104

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

ToolHorizon Wealth AdvisorsKeener Financial PlanningNoctua International Wmg, LLC
Advisor Lead Gen
Wealthtender–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Horizon Wealth Advisors: Fidelity, Schwab · Keener Financial Planning: Schwab · Noctua International Wmg, LLC: Pershing