Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Trace Wealth Advisors $295M+ Krane Financial Solutions $295M · Calabasas, CA+ Woodside Wealth Management $266.6M · Sudbury, MA+ Spraker West Wealth Management, Inc $265.3M · Winter Park, FL
Tallahassee, FL
Tampa, FL
Austin, TX
Assets under management$280.9M$297.1M$266.4M
Asset growth, last 2 years+163%+75%+21%
Advisory staff553
Individual clients381207320
Assets per client$737K$1.4M$833K
Clients per advisor7641107
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since202320212019
Tools in their stack3–2
People on Advicer.bio443

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

ToolSeven Hills Financial, LLCOpinicusLive Oak Investment Partners
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)––Uses it
Financial Planning
Envestnet MoneyGuideUses it––
Planning Light
AdvyzonUses it–Uses it

Custodians on Form ADV: Seven Hills Financial, LLC: Schwab · Opinicus: LPL Financial · Live Oak Investment Partners: Fidelity