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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 Ceva Advisors (swap one in):+ P.a. Schopen & Associates, LLC $54.7M · Golden, CO+ Shore Financial Planning $54.6M · Monmouth Beach, NJ+ Swan Wealth Management LLC $49.4M+ Stonebridge Capital Management Nw, LLC $49.4M
Northfield, IL
Assets under management$52M$54.6M$54.7M
Asset growth, last 2 years––+38%
Advisory staff312
Individual clients245641
Assets per client$2.2M$976K$1.3M
Clients per advisor85621
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack51–
People on Advicer.bio312

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

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.

ToolCeva AdvisorsMethod Finance, LLCTwombly Asset Management LLC
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Digital Marketing
MailchimpUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–