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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 Point Advisors, LLC (swap one in):+ Loftin Wealth Partners $344.5M · Johns Creek, GA+ Crescent Advisor Group, Inc. $344.4M · Plano, TX+ Malaga Cove Capital, LLC $310.9M · Palos Verdes Estates, CA+ Covington & Associates, Inc. $308.2M · Westfield, NJ
Brielle, NJ
Berkeley Heights, NJ
Cookeville, TN
Assets under management$327.7M$347.9M$311.1M
Asset growth, last 2 years+54%+78%+38%
Advisory staff483
Individual clients637437211
Assets per client$514K$796K$1.5M
Clients per advisor1595570
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack1–4
People on Advicer.bio1083

From each firm's latest Form ADV (Jul 2026, Mar 2026, May 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 Point Advisors, LLCOakbourne AdvisorsCravens & Company Wealth Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
GReminders––Uses it

Custodians on Form ADV: Shore Point Advisors, LLC: Schwab · Oakbourne Advisors: Schwab, SEI · Cravens & Company Wealth Management: Schwab