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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 Hurst Wealth Advisors, PC (swap one in):+ Southern Incomes, LLC $48.9M+ Latin Securities Inc $48.9M · Miami, FL+ Wrought Financial Planning $44.2M · Haddonfield, NJ+ Bdm Investments, Inc. $44.1M · Kennesaw, GA
Douglas, GA
Weston, FL
Assets under management$46.6M$48.9M$48.9M
Asset growth, last 2 years–––
Advisory staff192
Individual clients11622624
Assets per client$402K$216K$2M
Clients per advisor1162512
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–3–
People on Advicer.bio122

From each firm's latest Form ADV (Apr 2026, Mar 2026, Jan 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.

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.

ToolHurst Wealth Advisors, PCBondwireDick Hutchinson Registered Investment Advisor
Custodial Platform
Interactive Brokers–Uses it–
NetX360 (Pershing)–Uses it–
Portfolio Management
Orion–Uses it–