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 Hp & Associates (swap one in):+ Canterbury Tollgate $57.2M · Brentwood, TN+ Life by Design Investment Advisory Services $57.2M · Dana Point, CA+ Stash Wealth, LLC $51.7M · New York, NY+ Harmoney Wealth, PLLC $51.7M
Grand Rapids, MI
Assets under management$54.4M$57.2M$57.2M
Asset growth, last 2 years–+408%–
Advisory staff113
Individual clients5086339
Assets per client$1.1M$665K$169K
Clients per advisor5086113
Main custodian–Schwab–
Filing with the SEC since202620192026
Tools in their stack––1
People on Advicer.bio213

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

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 ManagementIntegrity Financial Advisors, LLC
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Hp & Associates: none listed · Prosperity Wealth Management: Schwab · Integrity Financial Advisors, LLC: none listed