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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 Strategic Retirement Advisors, LLC (swap one in):+ Beacon Financial Advisors $228M · Rye Brook, NY+ Center for Wealth Management Advisory $227.8M+ Hardworking Capital Advisors, LLC $206M · Palm Desert, CA+ Brightpath Wealth Planning, LLC $205.8M · Camarillo, CA
Elk Grove, CA
Westlake Village, CA
Santa Maria, CA
Assets under management$216.9M$229M$228.6M
Asset growth, last 2 years+14%+86%–
Advisory staff255
Individual clients945382659
Assets per client$230K$599K$347K
Clients per advisor47376132
Main custodian–SchwabSchwab
Filing with the SEC since201920242024
Tools in their stack1–3
People on Advicer.bio166

From each firm's latest Form ADV (Jun 2026, Sep 2026, May 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.

ToolStrategic Retirement Advisors, LLCHippocratic Financial AdvisorsX Advisors, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Strategic Retirement Advisors, LLC: none listed · Hippocratic Financial Advisors: Schwab · X Advisors, LLC: Schwab