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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):+ Retirable $301M · New York, NY+ Trunorth Advisors $300.8M · Greenville, SC+ Bull Street Advisors $271.9M · Savannah, GA+ Invest Capital Partners $271.9M · Springboro, OH
Annapolis, MD
Rosemont, IL
Tempe, AZ
Assets under management$286.3M$300.8M$301M
Asset growth, last 2 years+25%+38%+57%
Advisory staff212
Individual clients329296297
Assets per client$870K$1M$1M
Clients per advisor165296149
Main custodian–SchwabFidelity
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack––1
People on Advicer.bio222

From each firm's latest Form ADV (Mar 2026, Jun 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, LLCJohnson Financial Advisors
Client File Sharing
Box––Uses it

Custodians on Form ADV: Shaker Financial Services: none listed · Vital Wealth Management, LLC: Schwab · Johnson Financial Advisors: Fidelity