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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 Hutchison Whitehead Wealth Management (swap one in):+ Suarum Investment Management, LLC $95M+ Wealth 360, LLC $95M · Buford, GA+ Abbey Hill Financial Advisors, LLC $85.9M+ Tc Advisors LTD. $85.9M · Salina, KS
Canonsburg, PA
San Antonio, TX
Assets under management$90.4M$95M$95M
Asset growth, last 2 years––+329%
Advisory staff421
Individual clients11215565
Assets per client$807K$613K$1.5M
Clients per advisor287865
Main custodian––LPL Financial
Filing with the SEC since202620262022
Tools in their stack–––
People on Advicer.bio511

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

Advisory staff

Tech stacks

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Hutchison Whitehead Wealth Management: none listed · Belloadvisers, LLC: none listed · Braintrust Capital, LLC: LPL Financial