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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 Affinity Financial Advisory (swap one in):+ Regent Wealth Management, Inc. $75.7M · Tulsa, OK+ Centauri Advisory Group, Inc. $75.7M · Zelienople, PA+ Anderson Asset Management $68.4M · Birmingham, AL+ Caruso and Company, P.a., Certified Public Accountants $68.4M · Deerfield Beach, FL
Allen Park, MI
Williamsville, NY
Assets under management$72M$75.7M$68.4M
Asset growth, last 2 years––+50%
Advisory staff122
Individual clients12190109
Assets per client$595K$841K$627K
Clients per advisor1214555
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack241
People on Advicer.bio233

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

ToolAffinity Financial AdvisoryShepherd Wealth PartnersShield Wealth Advisors
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)Uses itUses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Affinity Financial Advisory: none listed · Shepherd Wealth Partners: none listed · Shield Wealth Advisors: Schwab