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 Cope Private Wealth (swap one in):+ Kyleshill Financial Planning $92.5M · Columbus, OH+ Tekmen Wells LLC $92.4M · New York, NY+ Karpinski Financial, LLC $83.6M · Scottsdale, AZ+ Dillon Capital Management $83.6M · Ambler, PA
Birmingham, AL
Westlake Village, CA
Alpharetta, GA
Assets under management$88M$92.4M$83.6M
Asset growth, last 2 years–+1,110%–
Advisory staff212
Individual clients1706759
Assets per client$518K$1.4M$1.4M
Clients per advisor856730
Main custodian–Schwab–
Filing with the SEC since202620192026
Tools in their stack241
People on Advicer.bio2–2

From each firm's latest Form ADV (Aug 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

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 Private WealthStrava Financial, LLCCirca Capital, LLC
Financial Planning
eMoneyUses it––
Envestnet MoneyGuide–Uses it–
Custodial Platform
Charles SchwabUses itUses it–
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Cope Private Wealth: none listed · Strava Financial, LLC: Schwab · Circa Capital, LLC: none listed