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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 Shield Wealth Advisors (swap one in):+ Franco Financial Advisors, Inc. $72M · New York, NY+ Ngc Financial, LLC $71.9M · Bayside, NY+ Capital Area Planning Group $64.8M · Washington, DC+ Mint Asset Management LLC $64.5M · New York, NY
Williamsville, NY
New York, NY
Riverhead, NY
Assets under management$68.4M$71.9M$64.6M
Asset growth, last 2 years+50%+6%+59%
Advisory staff211
Individual clients10913203
Assets per client$627K$5.5M$318K
Clients per advisor5513203
Main custodianSchwabJ.P. MorganSchwab
Filing with the SEC since202020212022
Tools in their stack11–
People on Advicer.bio311

From each firm's latest Form ADV (Jan 2026, Aug 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, LLCPeconic Asset Planning
CRM
SS&C Black DiamondUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Shield Wealth Advisors: Schwab · Silver Advisors, LLC: J.P. Morgan, Interactive Brokers · Peconic Asset Planning: Schwab