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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 Shaker Financial Services (swap one in):+ Johnson Financial Advisors $301M · Tempe, AZ+ Trunorth Advisors $300.8M · Greenville, SC+ Bull Street Advisors $271.9M · Savannah, GA+ Crossgate Wealth Advisors, LLC $271.9M · Newtown, PA
Annapolis, MD
Rosemont, IL
Springboro, OH
Assets under management$286.3M$300.8M$271.9M
Asset growth, last 2 years+25%+38%+88%
Advisory staff219
Individual clients329296647
Assets per client$870K$1M$420K
Clients per advisor16529672
Main custodian–SchwabRaymond James
Filing with the SEC since2012 or earlier20142017
Tools in their stack––2
People on Advicer.bio2210

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

ToolShaker Financial ServicesVital Wealth Management, LLCInvest Capital Partners
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Shaker Financial Services: none listed · Vital Wealth Management, LLC: Schwab · Invest Capital Partners: Raymond James, Schwab