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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 Spar Wealth Management LLC (swap one in):+ Hibernia Strategies Inc. $2.3M · West Chester, PA+ Van Hubly Investments LLC $2.3M+ Montlake Capital Management, LLC $2.1M+ Aaim Financial $2.1M
Boston, MA
Brentwood, TN
Assets under management$2.2M$2.3M$2.1M
Asset growth, last 2 years–+284%–
Advisory staff122
Individual clients63,92421
Assets per client$366K$588.9118246687054$99K
Clients per advisor61,96211
Main custodian–Apex Clearing–
Filing with the SEC since202220212026
Tools in their stack–23
People on Advicer.bio1–4

From each firm's latest Form ADV (Feb 2022, Mar 2026, Jul 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.

ToolSpar Wealth Management LLCStackwellInvestgro LLC
Custodial Platform
Altruist––Uses it
Digital Marketing
Mailchimp–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Spar Wealth Management LLC: none listed · Stackwell: Apex Clearing · Investgro LLC: none listed