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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 Cornerstone Wealth Planning (swap one in):+ Robert L. Bender, Inc. Dba Robert Bender & Associates $510.9M · Pasadena, CA+ Horizon Financial $510.2M · West Henrietta, NY+ Gainplan LLC $461.6M · Bloomfield Hills, MI+ True North Retirement Advisors, LLC $460.9M · Clackamas, OR
Charlotte, NC
Middleburg Heights, OH
Assets under management$485.9M$510.8M$510.8M
Asset growth, last 2 years+57%+53%+50%
Advisory staff972
Individual clients409297192
Assets per client$1.2M$1.7M$2.7M
Clients per advisor454296
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020162012 or earlier
Tools in their stack1–2
People on Advicer.bio1173

From each firm's latest Form ADV (Feb 2026, Sep 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.

ToolCornerstone Wealth PlanningFidato Wealth LLCShoker Investments
CRM
Envestnet Tamarac––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Cornerstone Wealth Planning: Schwab, Fidelity · Fidato Wealth LLC: Schwab · Shoker Investments: Schwab