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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 Shoker Investments (swap one in):+ Arkfeld Wealth Strategies, L.l.c. $538M · Omaha, NE+ Hinds Financial Group Inc $536.9M · Lakewood, CO+ Johnson & White Wealth Management LLC $484.6M · York, PA+ Vantage Point Financial, LLC $484.6M · Lisle, IL
Henrico, VA
Suwanee, GA
Assets under management$510.8M$537.2M$537.8M
Asset growth, last 2 years+50%+42%+60%
Advisory staff223
Individual clients192292203
Assets per client$2.7M$1.8M$2.6M
Clients per advisor9614668
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack21–
People on Advicer.bio323

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

ToolShoker InvestmentsRedmond Asset Management, LLCWeaver Capital Management, LLC
CRM
Envestnet TamaracUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Shoker Investments: Schwab · Redmond Asset Management, LLC: Schwab, Fidelity, Northern Trust · Weaver Capital Management, LLC: Schwab