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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 Daniel Krug & Associates (swap one in):+ Shapiro Financial Security Group, Inc. $152.6M · Hazlet, NJ+ Troutman Wealth $152.5M · Malvern, PA+ Vericrest Private Wealth, LLC $137.8M · Newtown, PA+ Ele Advisory Services, Inc $136.5M · Southfield, MI
Clarkston, MI
Assets under management$145.1M$152.5M$152.5M
Asset growth, last 2 years–+58%+96%
Advisory staff223
Individual clients192412602
Assets per client$756K$370K$253K
Clients per advisor96206201
Main custodianFidelityPershingSchwab
Filing with the SEC since202420202022
Tools in their stack–14
People on Advicer.bio233

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

ToolDaniel Krug & AssociatesMarkin Asset Management, LPVirtus Financial Partners
Website Builders
Squarespace–Uses it–
Webflow––Uses it
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Daniel Krug & Associates: Fidelity · Markin Asset Management, LP: Pershing, Schwab, Interactive Brokers · Virtus Financial Partners: Schwab