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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 Horter Investment Management, LLC (swap one in):+ Ellsworth Advisors, LLC $1.41B · Hudson, OH+ The Planning Center, Inc. $1.37B · Moline, IL+ Wealth Dimensions Group, LTD. $1.24B · Cincinnati, OH+ Hcm Wealth Advisors $1.23B · Cincinnati, OH
Cincinnati, OH
Cleveland, OH
St. Louis Park, MN
Assets under management$1.31B$1.39B$1.37B
Asset growth, last 2 years+29%+85%+41%
Advisory staff2221711
Individual clients–8621,178
Assets per client–$1.6M$1.2M
Clients per advisor–51107
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182013
Tools in their stack–52
People on Advicer.bio281612

From each firm's latest Form ADV (Oct 2018, Mar 2026, Jun 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.

ToolHorter Investment Management, LLCJourney Wealth ManagementAffiance Financial LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client Data Gathering
PreciseFP–Uses it–
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Horter Investment Management, LLC: Schwab · Journey Wealth Management: Schwab, Fidelity · Affiance Financial LLC: Schwab