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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 The Pines Wealth Management, LLC (swap one in):+ Robert L. Bender, Inc. Dba Robert Bender & Associates $510.9M · Pasadena, CA+ Shoker Investments $510.8M+ Gainplan LLC $461.6M · Bloomfield Hills, MI+ True North Retirement Advisors, LLC $460.9M · Clackamas, OR
Southern Pines, NC
Middleburg Heights, OH
West Henrietta, NY
Assets under management$485.9M$510.8M$510.2M
Asset growth, last 2 years–+53%+21%
Advisory staff279
Individual clients262297734
Assets per client$1.9M$1.7M$695K
Clients per advisor1314282
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420162019
Tools in their stack2––
People on Advicer.bio279

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

ToolThe Pines Wealth Management, LLCFidato Wealth LLCHorizon Financial
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: The Pines Wealth Management, LLC: Schwab · Fidato Wealth LLC: Schwab · Horizon Financial: Schwab