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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 Shaffer Capital (swap one in):+ Cross Border Wealth, LLC $221.9M · New York, NY+ Adrian Day Asset Management $221.6M · Dorado, PR+ Capital Asset Management, Inc. $199.5M · Columbus, OH+ Dbk Financial Counsel, LLC $199.5M · Cuyahoga Falls, OH
Westerville, OH
Tupelo, MS
Burr Ridge, IL
Assets under management$211.1M$221.7M$221.8M
Asset growth, last 2 years+39%−18%+16%
Advisory staff4214
Individual clients18891532
Assets per client$1.1M$2.4M$417K
Clients per advisor474133
Main custodian–Schwab–
Filing with the SEC since2012 or earlier20212016
Tools in their stack2–1
People on Advicer.bio424

From each firm's latest Form ADV (May 2026, Jun 2026, 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

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.

ToolShaffer CapitalAddicus Advisory, LLCVia IV Investments, LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Shaffer Capital: none listed · Addicus Advisory, LLC: Schwab, LPL Financial · Via IV Investments, LLC: none listed