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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 Robert William Shoemaker,III (swap one in):+ Connect Financial Advisors $66.8M+ Gregory M Doherty, CPA $66.7M · Dedham, MA+ Leif Clarke Wealth Management, Inc. $60.3M · Ashland, KY+ Davinci Capital Management Inc. $60.3M · Cambridge, MA
Tustin, CA
Assets under management$63.5M$66.7M$66.7M
Asset growth, last 2 years+74%–+89%
Advisory staff112
Individual clients634149
Assets per client$1M$1.6M$1.4M
Clients per advisor634125
Main custodian––Schwab
Filing with the SEC since2012 or earlier20262021
Tools in their stack––2
People on Advicer.bio112

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

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.

ToolRobert William Shoemaker,IIIBarnett Financial PlanningFairway Capital Advisors
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Robert William Shoemaker,III: none listed · Barnett Financial Planning: none listed · Fairway Capital Advisors: Schwab, Voya Financial Advisors, Inc.