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 Paul R. Kopey & Associates (swap one in):+ Columbia Strategic Wealth Advisors, LLC $13.3M · Seattle, WA+ Nexus Capital, LLC $13.3M · Pittsford, NY+ Capital Wealth Management $12M · Tewksbury, MA+ Expat Financial Solutions $12M · Miami Beach, FL
Montreal, Quebec
Assets under management$12.7M$13.3M$12.1M
Asset growth, last 2 years––−92%
Advisory staff113
Individual clients7258
Assets per client$1.8M$533K$1.5M
Clients per advisor7253
Main custodian––National Bank Independent Network
Filing with the SEC since202620262019
Tools in their stack–––
People on Advicer.bio11–

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Paul R. Kopey & Associates: none listed · Vero Advisors, LLC: none listed · Palos Management Inc.: National Bank Independent Network