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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 The Hatlestad Group (swap one in):+ Vie Invest, LLC $50.4M+ Townsend Financial $50.3M+ Trident Capital Advisors, LLC $45.5M · Reno, NV+ Millennium Portfolio Advisors $45.5M
Edina, MN
Assets under management$47.9M$50.3M$50.3M
Asset growth, last 2 years–––
Advisory staff116
Individual clients6879178
Assets per client$704K$637K$283K
Clients per advisor687930
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack4–10
People on Advicer.bio128

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

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.

ToolThe Hatlestad GroupPensinger Financial, Inc.Defining Wealth
Custodial Platform
Altruist––Uses it
Betterment Advisor Solutions––Uses it
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Hazel––Uses it
RightCapital (Right Capital)––Uses it
CRM
Envestnet TamaracUses it––
Slant (Slant CRM)––Uses it
Tax Planning
Holistiplan––Uses it
Wealth.com––Uses it
Client Texting
CurrentClient––Uses it
Communications Archiving/Monitoring
Greenboard––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––