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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 Hz Investments Inc. (swap one in):+ Avalan, LLC $621.8M · Santa Barbara, CA+ Oak Family Advisors, LLC $621M · Chicago, IL+ Sgh Wealth Management $561.8M · Lathrup Village, MI+ Acorn Wealth Advisors, LLC $561.4M · Grand Blanc, MI
Chevy Chase, MD
Bellevue, WA
East Dundee, IL
Assets under management$591.4M$621.3M$621.9M
Asset growth, last 2 years+39%+55%+46%
Advisory staff194
Individual clients21913743
Assets per client$28.2M$680K$837K
Clients per advisor21101186
Main custodianSchwabFidelitySchwab
Filing with the SEC since20202012 or earlier2018
Tools in their stack––1
People on Advicer.bio–94

From each firm's latest Form ADV (Feb 2026, Aug 2026, Oct 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.

ToolHz Investments Inc.Aviso Wealth ManagementJames T. Borello & Co.
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Hz Investments Inc.: Schwab, Wilmington Trust Investment Management, LLC · Aviso Wealth Management: Fidelity, Schwab · James T. Borello & Co.: Schwab