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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 Seven Hills Financial, LLC (swap one in):+ Hwa Financial Group $295.3M · Ellicott City, MD+ Trace Wealth Advisors $295M+ Woodside Wealth Management $266.6M · Sudbury, MA+ Spraker West Wealth Management, Inc $265.3M · Winter Park, FL
Tallahassee, FL
Tampa, FL
Calabasas, CA
Assets under management$280.9M$297.1M$295M
Asset growth, last 2 years+163%+75%+72%
Advisory staff552
Individual clients381207167
Assets per client$737K$1.4M$1.8M
Clients per advisor764184
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202320212012 or earlier
Tools in their stack3––
People on Advicer.bio442

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

ToolSeven Hills Financial, LLCOpinicusKrane Financial Solutions
Custodial Platform
Charles SchwabUses it––
Financial Planning
Envestnet MoneyGuideUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Seven Hills Financial, LLC: Schwab · Opinicus: LPL Financial · Krane Financial Solutions: Schwab