Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Canopy 360 Wealth, LLC $382.8M · Ocala, FL+ Accent Capital Management, LLC $382.7M · Centerville, OH+ Rede Wealth, LLC $346.1M · Charlottesville, VA+ Crescent Advisor Group, Inc. $344.4M · Plano, TX
Fort Worth, TX
Dallas, TX
Houston, TX
Assets under management$364.5M$384.6M$344.8M
Asset growth, last 2 years+53%−15%+30%
Advisory staff345
Individual clients15550205
Assets per client$2.4M$7.7M$1.7M
Clients per advisor521341
Main custodianWells FargoPershingSchwab
Filing with the SEC since202120152019
Tools in their stack24–
People on Advicer.bio445

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.

ToolShelton Wealth Management, LLCPromus AdvisorsRhp Wealth Management
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–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 · Rhp Wealth Management: Schwab