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 Shield Wealth Advisors (swap one in):+ Franco Financial Advisors, Inc. $72M · New York, NY+ Ngc Financial, LLC $71.9M · Bayside, NY+ Peconic Asset Planning $64.6M · Riverhead, NY+ Mint Asset Management LLC $64.5M · New York, NY
Williamsville, NY
New York, NY
Washington, DC
Assets under management$68.4M$71.9M$64.8M
Asset growth, last 2 years+50%+6%–
Advisory staff212
Individual clients1091356
Assets per client$627K$5.5M$1.2M
Clients per advisor551328
Main custodianSchwabJ.P. Morgan–
Filing with the SEC since202020212024
Tools in their stack113
People on Advicer.bio314

From each firm's latest Form ADV (Jan 2026, Aug 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.

ToolShield Wealth AdvisorsSilver Advisors, LLCCapital Area Planning Group
CRM
SS&C Black DiamondUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Shield Wealth Advisors: Schwab · Silver Advisors, LLC: J.P. Morgan, Interactive Brokers · Capital Area Planning Group: none listed