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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+ Sgh Wealth Management $561.8M · Lathrup Village, MI+ Acorn Wealth Advisors, LLC $561.4M · Grand Blanc, MI
Shepherdstown, WV
Santa Barbara, CA
Sacramento, CA
Assets under management$591.5M$621.8M$561.3M
Asset growth, last 2 years+70%+78%+34%
Advisory staff4115
Individual clients373265561
Assets per client$1.6M$2.3M$1M
Clients per advisor9324112
Main custodianFidelityFidelitySchwab
Filing with the SEC since202220132017
Tools in their stack212
People on Advicer.bio5115

From each firm's latest Form ADV (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.

ToolHoxton Planning & Management, LLCAvalan, LLCTowerpoint Wealth, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)Uses it––
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoneyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Hoxton Planning & Management, LLC: Fidelity · Avalan, LLC: Fidelity, Schwab · Towerpoint Wealth, LLC: Schwab