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):+ Dorothy J. Cole $92.5M+ Kyleshill Financial Planning $92.5M · Columbus, OH+ Karpinski Financial, LLC $83.6M · Scottsdale, AZ+ Dillon Capital Management $83.6M · Ambler, PA
Birmingham, AL
Westlake Village, CA
New York, NY
Assets under management$88M$92.4M$92.4M
Asset growth, last 2 years–+1,110%+39%
Advisory staff212
Individual clients1706721
Assets per client$518K$1.4M$4.4M
Clients per advisor856711
Main custodian–SchwabPershing
Filing with the SEC since202620192013
Tools in their stack243
People on Advicer.bio2–2

From each firm's latest Form ADV (Aug 2026, Mar 2026, Jan 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 Private WealthStrava Financial, LLCTekmen Wells LLC
Financial Planning
Envestnet MoneyGuide–Uses itUses it
eMoneyUses it––
Website Builders
Squarespace––Uses it
Wix–Uses it–
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses itUses it–
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Cope Private Wealth: none listed · Strava Financial, LLC: Schwab · Tekmen Wells LLC: Pershing