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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 Redhawk Wealth Advisors, Inc. (swap one in):+ Strategic Wealth Group $1.54B · Eden Prairie, MN+ Seacrest Wealth Management, LLC $1.53B · Purchase, NY+ Private Client Services, LLC $1.38B · Louisville, KY+ B.o.s.s. Retirement Advisors, LLC $1.38B · Lehi, UT
Minneapolis, MN
Albert Lea, MN
St. Louis Park, MN
Assets under management$1.46B$1.55B$1.37B
Asset growth, last 2 years−20%+55%+41%
Advisory staff471011
Individual clients3,1181,2621,178
Assets per client$467K$1.2M$1.2M
Clients per advisor66126107
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack––2
People on Advicer.bio431412

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

ToolRedhawk Wealth Advisors, Inc.Isc Financial AdvisorsAffiance Financial LLC
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Redhawk Wealth Advisors, Inc.: Schwab, Hand Benefits & Trust · Isc Financial Advisors: Schwab · Affiance Financial LLC: Schwab