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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+ Horizon Financial $510.2M · West Henrietta, NY+ Gainplan LLC $461.6M · Bloomfield Hills, MI+ True North Retirement Advisors, LLC $460.9M · Clackamas, OR
Southern Pines, NC
Middleburg Heights, OH
Assets under management$485.9M$510.8M$510.8M
Asset growth, last 2 years–+53%+50%
Advisory staff272
Individual clients262297192
Assets per client$1.9M$1.7M$2.7M
Clients per advisor1314296
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420162012 or earlier
Tools in their stack2–2
People on Advicer.bio273

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

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 LLCShoker Investments
CRM
Envestnet TamaracUses it–Uses it
Custodial Platform
Charles SchwabUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: The Pines Wealth Management, LLC: Schwab · Fidato Wealth LLC: Schwab · Shoker Investments: Schwab