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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):+ New Millennium Group $257M · Sandy, UT+ Texas Family Wealth, LLC $257M · Friendswood, TX+ Shelter Rock Management, LLC $232M · Jericho, NY+ Draper Asset Management, LLC $231M · Smithtown, NY
New York, NY
Berwyn, PA
Hanover, PA
Assets under management$244.6M$256.9M$256.9M
Asset growth, last 2 years+562%+28%+26%
Advisory staff2642
Individual clients1,071143286
Assets per client$228K$1.8M$898K
Clients per advisor4136143
Main custodian–AltruistSchwab
Filing with the SEC since202320182012 or earlier
Tools in their stack–––
People on Advicer.bio2842

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Stirlingshire Investments: none listed · Red Spruce Capital, LLC: Altruist · Financial Advisory Services, LLC: Schwab