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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 Hughes & Company Investment Advisory, LLC (swap one in):+ Rr Financial Management LLC $1.5M · Fresno, CA+ Ascending Assets $1.5M+ Best Case Financial $1.3M · Greencastle, IN+ Clark Lewis $1.3M · Oak Park, IL
New York, NY
Assets under management$1.4M$1.5M$1.3M
Asset growth, last 2 years–−97%–
Advisory staff111
Individual clients8142
Assets per client$175K$105K$662K
Clients per advisor8142
Main custodian–Schwab–
Filing with the SEC since202420192026
Tools in their stack3–4
People on Advicer.bio1–1

From each firm's latest Form ADV (Apr 2024, Sep 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.

ToolHughes & Company Investment Advisory, LLCProcapita Partners, LLCWealth IQ
Custodial Platform
Betterment Advisor SolutionsUses it––
Charles Schwab––Uses it
Advisor Lead Gen
Wealthtender––Uses it
Digital Marketing
MailchimpUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Hughes & Company Investment Advisory, LLC: none listed · Procapita Partners, LLC: Schwab, Fidelity · Wealth IQ: none listed