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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 A. Neff Associates LLC (swap one in):+ Shimkus, Peter E $26.4M+ Boutique Wealth Advisors LLC $26.4M+ Capital Wealth Group LLC $23.9M · Columbia, SC+ Pathlight Wealth Management $23.8M · San Diego, CA
Orchard Park, NY
Assets under management$25.1M$26.4M$26.4M
Asset growth, last 2 years––+47%
Advisory staff111
Individual clients271442,512
Assets per client$930K$183K$10K
Clients per advisor271442,512
Main custodian––Apex Clearing
Filing with the SEC since202620262021
Tools in their stack––7
People on Advicer.bio11–

From each firm's latest Form ADV (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.

ToolA. Neff Associates LLCClear View Wealth AdvisorsBeagle Invest
Custodial Platform
Charles Schwab––Uses it
Merrill––Uses it
Vanguard––Uses it
Wealthscape (Fidelity)––Uses it
401(k) Implementation
Guideline––Uses it
E-Signature
DocuSign––Uses it
Retirement Planning
Income Solver––Uses it

Custodians on Form ADV: A. Neff Associates LLC: none listed · Clear View Wealth Advisors: none listed · Beagle Invest: Apex Clearing