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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):+ Kensington Investment Counsel $310.2M · Long Beach, CA+ Ptm Wealth Management, LLC $310.2M · North Wales, PA+ Wilson & Boucher Capital Management, LLC $280.4M+ Family Financial $280.3M · Manhattan Beach, CA
Ellicott City, MD
Oakmont, PA
Buffalo, NY
Assets under management$295.3M$310.2M$310.1M
Asset growth, last 2 years+59%+61%+21%
Advisory staff376
Individual clients1671,152259
Assets per client$1.8M$269K$1.2M
Clients per advisor5616543
Main custodianSchwab–Fidelity
Filing with the SEC since2012 or earlier20182012 or earlier
Tools in their stack–––
People on Advicer.bio3115

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

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

Custodians on Form ADV: Hwa Financial Group: Schwab · Invicta Advisors LLC: none listed · Hudson Advisor Services, Inc.: Fidelity, Schwab, J.P. Morgan