Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Hudson Advisor Services, Inc. $310.1M · Buffalo, NY+ Wilson & Boucher Capital Management, LLC $280.4M+ Family Financial $280.3M · Manhattan Beach, CA
Ellicott City, MD
Oakmont, PA
North Wales, PA
Assets under management$295.3M$310.2M$310.2M
Asset growth, last 2 years+59%+61%+150%
Advisory staff372
Individual clients1671,152164
Assets per client$1.8M$269K$1.9M
Clients per advisor5616582
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier20182024
Tools in their stack––4
People on Advicer.bio3112

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 LLCPtm Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Hwa Financial Group: Schwab · Invicta Advisors LLC: none listed · Ptm Wealth Management, LLC: Schwab