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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):+ Centurion Counsel Inc $57.4M · San Diego, CA+ 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
Aquebogue, NY
Assets under management$54.6M$57.4M$51.8M
Asset growth, last 2 years–+39%–
Advisory staff212
Individual clients67100109
Assets per client$815K$574K$475K
Clients per advisor3410055
Main custodian–Interactive Brokers–
Filing with the SEC since202620212024
Tools in their stack1––
People on Advicer.bio11–

From each firm's latest Form ADV (Mar 2026, Aug 2026, Mar 2024). 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 CapitalMain Street Management Company
Website Builders
WebflowUses it––

Custodians on Form ADV: Shore Financial Planning: none listed · Hayden Capital: Interactive Brokers · Main Street Management Company: none listed