Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Cooper Capital Group (swap one in):+ Stern Capital Management, Inc. $297.7M · Old Bridge, NJ+ Graystone Partners Wealth Management, LLC $297.3M · Tempe, AZ+ Retirementadvice | Jka $267.3M · Anaheim, CA+ Cerda Munoz Advisors, Inc $265.7M · Whittier, CA
Encinitas, CA
Los Angeles, CA
Tampa, FL
Assets under management$282.9M$300M$297.1M
Asset growth, last 2 years+39%+61%+75%
Advisory staff435
Individual clients208142207
Assets per client$1.4M$2.1M$1.4M
Clients per advisor524741
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since201920172021
Tools in their stack23–
People on Advicer.bio434

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

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.

ToolCooper Capital GroupSilver Oak Wealth Advisors Services, LLCOpinicus
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
E-Signature
Adobe SignUses it––
Financial Planning
Envestnet MoneyGuide–Uses it–

Custodians on Form ADV: Cooper Capital Group: Schwab · Silver Oak Wealth Advisors Services, LLC: Schwab · Opinicus: LPL Financial