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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):+ Radius Wealth Management, Inc. $158.7M · Boston, MA+ Altar Rock $158.7M+ White Oak Financial Management, Inc $143.5M · Asheville, NC+ Mayfield Advisors, Inc. $143.5M · Palo Alto, CA
Arlington, VA
Sugar Land, TX
Assets under management$151.1M$158.7M$158.7M
Asset growth, last 2 years−2%+50%+58%
Advisory staff214
Individual clients13929387
Assets per client$1.1M$5.5M$410K
Clients per advisor702997
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220242024
Tools in their stack–11
People on Advicer.bio214

From each firm's latest Form ADV (Jul 2026, Jun 2026, Sep 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 LLCVerus Financial Group
Website Builders
Webflow––Uses it
Wix–Uses it–

Custodians on Form ADV: Cope Connelly: Schwab · Private Financial Management LLC: Schwab · Verus Financial Group: Schwab