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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 Shope Advisors Group (swap one in):+ Financial Security Solutions, Corp. $69M · Valencia, CA+ Wexford Wealth Advisors LLC $68.9M · Wexford, PA+ Truehaven Capital $62.3M · Franklin, TN+ Birch Wealth Management $62.1M · Rome, NY
Camillus, NY
Raleigh, NC
Rochester, NY
Assets under management$65.6M$69M$69.5M
Asset growth, last 2 years+30%–+52%
Advisory staff121
Individual clients8622147
Assets per client$763K$3.1M$473K
Clients per advisor8611147
Main custodianFidelity–Schwab
Filing with the SEC since202220262020
Tools in their stack13–
People on Advicer.bio221

From each firm's latest Form ADV (Mar 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.

ToolShope Advisors GroupPiecapitalRochester Investments
Custodial Platform
Wealthscape (Fidelity)Uses it––
Planning Light
Advyzon–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Shope Advisors Group: Fidelity · Piecapital: none listed · Rochester Investments: Schwab