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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 Investments (swap one in):+ Retirement Strategies, LTD. $272.7M · Dublin, OH+ Invest Capital Partners $271.9M · Springboro, OH+ Insight Investment Counsel $245.7M · El Segundo, CA+ Toro West Capital Advisors $245.7M · Louisville, CO
Beachwood, OH
Maumee, OH
Wyomissing, PA
Assets under management$258.8M$272.2M$271.8M
Asset growth, last 2 years+14%−11%+17%
Advisory staff645
Individual clients122662652
Assets per client$2.1M$411K$417K
Clients per advisor20166130
Main custodianSchwabFidelityLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack––1
People on Advicer.bio535

From each firm's latest Form ADV (Mar 2026, Apr 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 InvestmentsCamelot Portfolios, LLCAlliance Financial
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Shaker Investments: Schwab · Camelot Portfolios, LLC: Fidelity, Folio, Interactive Brokers · Alliance Financial: LPL Financial