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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 Hp & Associates (swap one in):+ Life by Design Investment Advisory Services $57.2M · Dana Point, CA+ Integrity Financial Advisors, LLC $57.2M · Grand Rapids, MI+ Stash Wealth, LLC $51.7M · New York, NY+ Harmoney Wealth, PLLC $51.7M
Brentwood, TN
Assets under management$54.4M$57.2M$57.2M
Asset growth, last 2 years–+408%–
Advisory staff112
Individual clients50869
Assets per client$1.1M$665K$6.4M
Clients per advisor50865
Main custodian–Schwab–
Filing with the SEC since202620192026
Tools in their stack––3
People on Advicer.bio21–

From each firm's latest Form ADV (Mar 2026, May 2025). 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

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.

ToolHp & AssociatesProsperity Wealth ManagementCanterbury Tollgate
Client File Sharing
Dropbox––Uses it
Digital Marketing
UpContent––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Hp & Associates: none listed · Prosperity Wealth Management: Schwab · Canterbury Tollgate: none listed