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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 Shore Financial Planning (swap one in):+ The Private Client Advisory Group, LLC $57.9M · Manasquan, NJ+ Comprehensive Investment Management, LLC $57.3M+ Weeks Financial Services, LLC $51.9M · Erdenheim, PA+ Purple Dog Investments LLC $51.6M · Springfield, NJ
Monmouth Beach, NJ
Los Angeles, CA
San Diego, CA
Assets under management$54.6M$57.4M$57.4M
Asset growth, last 2 years–+39%+29%
Advisory staff213
Individual clients6710052
Assets per client$815K$574K$1.1M
Clients per advisor3410017
Main custodian–Interactive BrokersFidelity
Filing with the SEC since202620212012 or earlier
Tools in their stack1––
People on Advicer.bio112

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

ToolShore Financial PlanningHayden CapitalCenturion Counsel Inc
Website Builders
WebflowUses it––

Custodians on Form ADV: Shore Financial Planning: none listed · Hayden Capital: Interactive Brokers · Centurion Counsel Inc: Fidelity