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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 Hoxton Planning & Management, LLC (swap one in):+ James T. Borello & Co. $621.9M · East Dundee, IL+ Aviso Wealth Management $621.3M · Bellevue, WA+ Acorn Wealth Advisors, LLC $561.4M · Grand Blanc, MI+ Towerpoint Wealth, LLC $561.3M · Sacramento, CA
Shepherdstown, WV
Santa Barbara, CA
Lathrup Village, MI
Assets under management$591.5M$621.8M$561.8M
Asset growth, last 2 years+70%+78%+108%
Advisory staff4116
Individual clients373265423
Assets per client$1.6M$2.3M$1.3M
Clients per advisor932471
Main custodianFidelityFidelity–
Filing with the SEC since202220132018
Tools in their stack214
People on Advicer.bio5115

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

ToolHoxton Planning & Management, LLCAvalan, LLCSgh Wealth Management
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Envestnet MoneyGuide––Uses it
CRM
Envestnet Tamarac––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Hoxton Planning & Management, LLC: Fidelity · Avalan, LLC: Fidelity, Schwab · Sgh Wealth Management: none listed