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 Coston, Mcisaac & Shea Financial Advisors (swap one in):+ Redstone Advisors Inc $490.6M · Wichita, KS+ The Life Wealth Group $490.6M · Winter Garden, FL+ Candace Shira Associates, LLC $443.5M · Pittsford, NY+ Bright Road Wealth Management, LLC $443.3M · Anchorage, AK
Bar Harbor, ME
Chappaqua, NY
Haddon Heights, NJ
Assets under management$466.9M$490.5M$490.4M
Asset growth, last 2 years+36%+35%+59%
Advisory staff1186
Individual clients1,254539427
Assets per client$372K$910K$1.1M
Clients per advisor1146771
Main custodianSchwabFidelitySchwab
Filing with the SEC since20152012 or earlier2018
Tools in their stack–32
People on Advicer.bio1087

From each firm's latest Form ADV (May 2026, Jun 2026, Oct 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.

ToolCoston, Mcisaac & Shea Financial AdvisorsSamalin WealthCypress Financial Planning
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)–Uses it–
CRM
HubSpot–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Coston, Mcisaac & Shea Financial Advisors: Schwab, Axos Clearing · Samalin Wealth: Fidelity · Cypress Financial Planning: Schwab