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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 Hudson Value Partners, LLC (swap one in):+ Darwin Wealth Management $717.8M · Tampa, FL+ G. A. Repple & Company $716.3M · Casselberry, FL+ Buckley Wealth $644M · Las Vegas, NV+ Richards Merrill Wealth Management $643.6M · Spokane, WA
Palm Beach, FL
Miami, FL
Boynton Beach, FL
Assets under management$678.3M$717.5M$720.8M
Asset growth, last 2 years+61%+19%+38%
Advisory staff434
Individual clients20322818
Assets per client$3.3M$32.6M$881K
Clients per advisor517205
Main custodianPershing–Pershing
Filing with the SEC since201920232018
Tools in their stack3–2
People on Advicer.bio434

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

ToolHudson Value Partners, LLCSaagaMateretsky Financial Group
Custodial Platform
NetX360 (Pershing)Uses it–Uses it
Interactive BrokersUses it––
CRM
SS&C Black DiamondUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Hudson Value Partners, LLC: Pershing · Saaga: none listed · Materetsky Financial Group: Pershing