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 Covington & Associates, Inc. (swap one in):+ Vista Investment Management, LLC $323.9M · Pittsburgh, PA+ 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
Brielle, NJ
Assets under management$308.2M$324.3M$327.7M
Asset growth, last 2 years+27%+16%+54%
Advisory staff334
Individual clients4548637
Assets per client$6.8M$6.8M$514K
Clients per advisor1516159
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20132021
Tools in their stack–21
People on Advicer.bio2310

From each firm's latest Form ADV (Mar 2026, Jul 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 AssociatesShore Point Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Covington & Associates, Inc.: Fidelity, Morgan Stanley · Eks Associates: Schwab · Shore Point Advisors, LLC: Schwab