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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 Shelton Wealth Management, LLC (swap one in):+ Dougherty & Associates Financial Advisors, Inc. $382.9M · Buffalo, MN+ Accent Capital Management, LLC $382.7M · Centerville, OH+ Rhp Wealth Management $344.8M · Houston, TX+ Crescent Advisor Group, Inc. $344.4M · Plano, TX
Fort Worth, TX
Dallas, TX
Ocala, FL
Assets under management$364.5M$384.6M$382.8M
Asset growth, last 2 years+53%−15%+47%
Advisory staff348
Individual clients15550313
Assets per client$2.4M$7.7M$1.2M
Clients per advisor521339
Main custodianWells FargoPershingRaymond James
Filing with the SEC since202120152018
Tools in their stack241
People on Advicer.bio446

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

ToolShelton Wealth Management, LLCPromus AdvisorsCanopy 360 Wealth, LLC
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Raymond James––Uses it
CRM
HubSpot–Uses it–
E-Signature
Adobe SignUses it––
Portfolio Management
OrionUses itUses it–

Custodians on Form ADV: Shelton Wealth Management, LLC: Wells Fargo · Promus Advisors: Pershing · Canopy 360 Wealth, LLC: Raymond James