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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):+ Dick Hutchinson Registered Investment Advisor $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––+57%
Advisory staff191
Individual clients11622658
Assets per client$402K$216K$843K
Clients per advisor1162558
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–31
People on Advicer.bio121

From each firm's latest Form ADV (Apr 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

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, PCBondwireSouthern Incomes, LLC
Custodial Platform
Interactive Brokers–Uses it–
NetX360 (Pershing)–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Squarespace––Uses it