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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 Pointer Financial Advisors LLC (swap one in):+ Hoffman Capital Advisors LLC $185.4M · Cranberry Twp, PA+ Networth Advisors, LLC $185.4M · Canonsburg, PA+ Dartmouth Capital Advisors, Inc. $167.6M+ 917 Advisory Services LLC $167.5M · Spokane, WA
Columbia, MD
Woodbine, MD
Jersey City, NJ
Assets under management$176.4M$186.6M$185.4M
Asset growth, last 2 years+58%+44%–
Advisory staff242
Individual clients15722055
Assets per client$1.1M$848K$3.4M
Clients per advisor795528
Main custodian–LPL FinancialFidelity
Filing with the SEC since202320222024
Tools in their stack2–3
People on Advicer.bio252

From each firm's latest Form ADV (Mar 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.

ToolPointer Financial Advisors LLCAdvocate Investing ServicesAhara Advisors
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Pointer Financial Advisors LLC: none listed · Advocate Investing Services: LPL Financial · Ahara Advisors: Fidelity, Schwab