Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ The Planning Center, Inc. $1.37B · Moline, IL+ Affiance Financial LLC $1.37B · St. Louis Park, MN+ Sivia Capital Partners, LLC $1.24B · Mill Valley, CA+ Wealth Dimensions Group, LTD. $1.24B · Cincinnati, OH
Cincinnati, OH
Cleveland, OH
Cincinnati, OH
Assets under management$1.31B$1.39B$1.23B
Asset growth, last 2 years+29%+85%+35%
Advisory staff222179
Individual clients–862850
Assets per client–$1.6M$1.4M
Clients per advisor–5194
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–56
People on Advicer.bio28169

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

ToolHorter Investment Management, LLCJourney Wealth ManagementHcm Wealth Advisors
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses it–
Client Data Gathering
PreciseFP–Uses it–
CRM
Envestnet Tamarac––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Horter Investment Management, LLC: Schwab · Journey Wealth Management: Schwab, Fidelity · Hcm Wealth Advisors: Schwab