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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 Cope Connelly (swap one in):+ Altar Rock $158.7M+ Verus Financial Group $158.7M · Sugar Land, TX+ White Oak Financial Management, Inc $143.5M · Asheville, NC+ Mayfield Advisors, Inc. $143.5M · Palo Alto, CA
Arlington, VA
Tempe, AZ
Assets under management$151.1M$158.7M$143.2M
Asset growth, last 2 years−2%+50%–
Advisory staff217
Individual clients13929354
Assets per client$1.1M$5.5M$405K
Clients per advisor702951
Main custodianSchwabSchwabFidelity
Filing with the SEC since202220242024
Tools in their stack–15
People on Advicer.bio217

From each firm's latest Form ADV (Jul 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.

ToolCope ConnellyPrivate Financial Management LLCMartinsen Wealth Management
Client File Sharing
Box––Uses it
CRM
LeadCenter.AI––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Cope Connelly: Schwab · Private Financial Management LLC: Schwab · Martinsen Wealth Management: Fidelity