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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):+ Nepsis, Inc. $344.5M · Minneapolis, MN+ Loftin Wealth Partners $344.5M · Johns Creek, GA+ Cravens & Company Wealth Management $311.1M · Cookeville, TN+ Covington & Associates, Inc. $308.2M · Westfield, NJ
Brielle, NJ
Berkeley Heights, NJ
Plano, TX
Assets under management$327.7M$347.9M$344.4M
Asset growth, last 2 years+54%+78%+43%
Advisory staff4818
Individual clients637437228
Assets per client$514K$796K$1.5M
Clients per advisor1595513
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2022
Tools in their stack1––
People on Advicer.bio10817

From each firm's latest Form ADV (Jul 2026, Mar 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 Point Advisors, LLCOakbourne AdvisorsCrescent Advisor Group, Inc.
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Shore Point Advisors, LLC: Schwab · Oakbourne Advisors: Schwab, SEI · Crescent Advisor Group, Inc.: Schwab, Millennium Trust