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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+ Heritage Wealth Management, Inc. $643.4M · San Diego, CA
Palm Beach, FL
Miami, FL
Spokane, WA
Assets under management$678.3M$717.5M$643.6M
Asset growth, last 2 years+61%+19%+122%
Advisory staff4310
Individual clients203221,270
Assets per client$3.3M$32.6M$507K
Clients per advisor517127
Main custodianPershing–Wells Fargo
Filing with the SEC since201920232018
Tools in their stack3––
People on Advicer.bio439

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, LLCSaagaRichards Merrill Wealth Management
Custodial Platform
Interactive BrokersUses it––
NetX360 (Pershing)Uses it––
CRM
SS&C Black DiamondUses it––

Custodians on Form ADV: Hudson Value Partners, LLC: Pershing · Saaga: none listed · Richards Merrill Wealth Management: Wells Fargo