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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 Scout (swap one in):+ Aries Investments, LLC $842K · Lakeland, TN+ Global Hill Wealth Advisors LLC $840K+ Worthique $758K+ Williams Market Analytics LLC $750K
Assets under management$798K$840K$753K
Asset growth, last 2 years+269%––
Advisory staff101
Individual clients1,246110
Assets per client$640.776886035313$76K–
Clients per advisor1,246––
Main custodianApex Clearing––
Filing with the SEC since202220262026
Tools in their stack22–
People on Advicer.bio111

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

ToolScoutPivotpoint Advisors, LLCLegacy Finance Group LLC
CRM
HubSpotUses it––
Financial Planning
Envestnet MoneyGuide–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Scout: Apex Clearing · Pivotpoint Advisors, LLC: none listed · Legacy Finance Group LLC: none listed