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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 Hwa Financial Group (swap one in):+ Ptm Wealth Management, LLC $310.2M · North Wales, PA+ Hudson Advisor Services, Inc. $310.1M · Buffalo, NY+ Wilson & Boucher Capital Management, LLC $280.4M+ Timberchase Financial, LLC $280.2M · Homewood, AL
Ellicott City, MD
Oakmont, PA
Manhattan Beach, CA
Assets under management$295.3M$310.2M$280.3M
Asset growth, last 2 years+59%+61%+52%
Advisory staff372
Individual clients1671,15288
Assets per client$1.8M$269K$3.2M
Clients per advisor5616544
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20182021
Tools in their stack––1
People on Advicer.bio3111

From each firm's latest Form ADV (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.

ToolHwa Financial GroupInvicta Advisors LLCFamily Financial
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Hwa Financial Group: Schwab · Invicta Advisors LLC: none listed · Family Financial: Schwab, Fidelity