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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 Covington & Associates, Inc. (swap one in):+ Shore Point Advisors, LLC $327.7M · Brielle, NJ+ Kennicott Capital Management LLC $323.9M+ Hemming& Wealth Management, Inc. $292.6M · Traverse City, MI+ Cornerstone Financial Group,LLC $292.2M · Omaha, NE
Westfield, NJ
Princeton, NJ
Moorestown, NJ
Assets under management$308.2M$324.3M$289.6M
Asset growth, last 2 years+27%+16%+25%
Advisory staff333
Individual clients4548329
Assets per client$6.8M$6.8M$880K
Clients per advisor1516110
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20132017
Tools in their stack–2–
People on Advicer.bio233

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolCovington & Associates, Inc.Eks AssociatesBluefin Financial
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Covington & Associates, Inc.: Fidelity, Morgan Stanley · Eks Associates: Schwab · Bluefin Financial: Schwab