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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 Nfi, LLC (swap one in):+ Bradford Capital Management, LLC $63.4M+ Sound Investment Strategies, Inc. $63.4M · Bothell, WA+ Centurion Counsel Inc $57.4M · San Diego, CA+ Summit Investment Advisory Group LLC $57.1M · Huntingdon Valley, PA
Seven Fields, PA
Green, OH
Los Angeles, CA
Assets under management$60.4M$63.4M$57.4M
Asset growth, last 2 years+137%–+39%
Advisory staff211
Individual clients134102100
Assets per client$451K$622K$574K
Clients per advisor67102100
Main custodian––Interactive Brokers
Filing with the SEC since2012 or earlier20262021
Tools in their stack–2–
People on Advicer.bio211

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

ToolNfi, LLCHyland Wealth Management LLCHayden Capital
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Nfi, LLC: none listed · Hyland Wealth Management LLC: none listed · Hayden Capital: Interactive Brokers