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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 Ht Partners LLC (swap one in):+ Kreitler Financial LLC $584.9M · New Haven, CT+ Hobbs Group Advisors LLC $584.4M · Columbia, SC+ 5th Street Advisors, LLC $524.5M · Southport, CT+ Conifer Investments LTD $524M · West Hartford, CT
Centerbrook, CT
Darien, CT
Houston, TX
Assets under management$556.3M$589M$584.6M
Asset growth, last 2 years+15%+31%+63%
Advisory staff533
Individual clients11524188
Assets per client$4.8M$2.4M$6.6M
Clients per advisor238029
Main custodianSchwabJ.P. MorganFidelity
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack––1
People on Advicer.bio535

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

ToolHt Partners LLCFairfield, Bush & Co.Kdk Private Wealth Management
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Ht Partners LLC: Schwab · Fairfield, Bush & Co.: J.P. Morgan, Schwab, Pershing · Kdk Private Wealth Management: Fidelity