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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):+ Invest Capital Partners $271.9M · Springboro, OH+ Alliance Financial $271.8M · Wyomissing, PA+ Insight Investment Counsel $245.7M · El Segundo, CA+ Toro West Capital Advisors $245.7M · Louisville, CO
Beachwood, OH
Maumee, OH
Dublin, OH
Assets under management$258.8M$272.2M$272.7M
Asset growth, last 2 years+14%−11%+33%
Advisory staff645
Individual clients122662412
Assets per client$2.1M$411K$662K
Clients per advisor2016682
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio535

From each firm's latest Form ADV (Mar 2026, Apr 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Shaker Investments: Schwab · Camelot Portfolios, LLC: Fidelity, Folio, Interactive Brokers · Retirement Strategies, LTD.: Fidelity