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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 Stirlingshire Investments (swap one in):+ Texas Family Wealth, LLC $257M · Friendswood, TX+ Financial Advisory Services, LLC $256.9M · Hanover, PA+ Shelter Rock Management, LLC $232M · Jericho, NY+ Arch Global Advisors, LLC $230.9M · New York, NY
New York, NY
Berwyn, PA
Smithtown, NY
Assets under management$244.6M$256.9M$231M
Asset growth, last 2 years+562%+28%+68%
Advisory staff2646
Individual clients1,071143522
Assets per client$228K$1.8M$442K
Clients per advisor413687
Main custodian–AltruistSchwab
Filing with the SEC since202320182017
Tools in their stack––3
People on Advicer.bio2848

From each firm's latest Form ADV (Sep 2026, Feb 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.

ToolStirlingshire InvestmentsRed Spruce Capital, LLCDraper Asset Management, LLC
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Stirlingshire Investments: none listed · Red Spruce Capital, LLC: Altruist · Draper Asset Management, LLC: Schwab