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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+ B Side Partners, LLC $62.3M · Southport, CT+ Birch Wealth Management $62.1M · Rome, NY
Camillus, NY
Raleigh, NC
Franklin, TN
Assets under management$65.6M$69M$62.3M
Asset growth, last 2 years+30%–−38%
Advisory staff122
Individual clients862219
Assets per client$763K$3.1M$3.3M
Clients per advisor861110
Main custodianFidelity–Interactive Brokers
Filing with the SEC since202220262024
Tools in their stack133
People on Advicer.bio222

From each firm's latest Form ADV (Mar 2026, Aug 2026, Oct 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 GroupPiecapitalTruehaven Capital
Custodial Platform
Charles Schwab––Uses it
Interactive Brokers––Uses it
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoney––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 · Truehaven Capital: Interactive Brokers, Schwab