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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 Shelter Rock Management, LLC (swap one in):+ Value Investment Professionals, LLC $246.7M · New York, NY+ Pinnacle Wealth Management Group, Inc. $243.7M · Plymouth, MI+ Terra Nova Asset Management LLC $220.2M · New York, NY+ Forteris Wealth Management, Inc. $219M · Armonk, NY
Jericho, NY
Saugerties, NY
New York, NY
Assets under management$232M$246.3M$244.6M
Asset growth, last 2 years+34%+37%+562%
Advisory staff4326
Individual clients1331331,071
Assets per client$1.7M$1.9M$228K
Clients per advisor334441
Main custodianFidelityFidelity–
Filing with the SEC since201320222023
Tools in their stack–1–
People on Advicer.bio4328

From each firm's latest Form ADV (Mar 2026, Jul 2026, Sep 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.

ToolShelter Rock Management, LLCTaconic AdvisorsStirlingshire Investments
Client Data Gathering
Jotform–Uses it–

Custodians on Form ADV: Shelter Rock Management, LLC: Fidelity · Taconic Advisors: Fidelity · Stirlingshire Investments: none listed