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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 Nova Financial Services (swap one in):+ Allred Harris Wealth Management. $493.4M · Dallas, TX+ Uas Asset Management $493M · New York, NY+ Beaton Management Co Inc $445.7M · Haverhill, MA+ Templeton Financial Services Inc. $441.8M · Chandler, AZ
Tucson, AZ
Birmingham, AL
Assets under management$469.4M$493.1M$493.8M
Asset growth, last 2 years+37%+6%+15%
Advisory staff723
Individual clients73821819
Assets per client$636K$2.3M$26M
Clients per advisor1051096
Main custodianFidelitySchwabSchwab
Filing with the SEC since201420172012 or earlier
Tools in their stack1–1
People on Advicer.bio922

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

ToolNova Financial ServicesHfm Investment Advisors, Inc.Bonaventure Capital, LLC
Advisor Lead Gen
WiserAdvisorUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Nova Financial Services: Fidelity, Schwab · Hfm Investment Advisors, Inc.: Schwab, Fidelity · Bonaventure Capital, LLC: Schwab