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 Investire LLC (swap one in):+ Lodestar Financial Management, LLC $48.6M+ Swarthmore Asset Management LTD $48.6M · New York, NY+ Powers Capital Management $43.9M · Conshohocken, PA+ Rex Leigh Jones $43.9M
Buenos Aires
Kalamazoo, MI
Chicago, IL
Assets under management$46.2M$48.6M$48.6M
Asset growth, last 2 years+2,707%––
Advisory staff222
Individual clients982544
Assets per client$472K$1.9M$1.1M
Clients per advisor491322
Main custodian–––
Filing with the SEC since201920262026
Tools in their stack––3
People on Advicer.bio222

From each firm's latest Form ADV (Aug 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

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.

ToolInvestire LLCHfg Advisors Inc.Rise Investment Management, LLC
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Wix––Uses it