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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+ Centurion Counsel Inc $57.4M · San Diego, CA+ Weeks Financial Services, LLC $51.9M · Erdenheim, PA+ Purple Dog Investments LLC $51.6M · Springfield, NJ
Monmouth Beach, NJ
Los Angeles, CA
Assets under management$54.6M$57.4M$57.3M
Asset growth, last 2 years–+39%–
Advisory staff212
Individual clients6710055
Assets per client$815K$574K$1M
Clients per advisor3410028
Main custodian–Interactive Brokers–
Filing with the SEC since202620212026
Tools in their stack1–1
People on Advicer.bio115

From each firm's latest Form ADV (Mar 2026, Aug 2026, Jan 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 CapitalComprehensive Investment Management, LLC
Website Builders
WebflowUses it––
Wix––Uses it

Custodians on Form ADV: Shore Financial Planning: none listed · Hayden Capital: Interactive Brokers · Comprehensive Investment Management, LLC: none listed