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    Side-by-side comparison

    FIN Group vs CoreCo / Core Compliance

    Boutique RIA compliance consulting. Here's an honest look at where each provider wins — so you can pick the right fit for your firm.

    Best fit for FIN Group

    Emerging and mid-market RIAs, broker-dealers, and private fund managers who want senior attention, integrated technology, and transparent pricing.

    Best fit for CoreCo / Core Compliance

    Small to mid-size RIAs looking for traditional consulting without a heavy tech component.

    Pricing: Project- or retainer-based, typically $2-10K/month depending on scope.

    Feature-by-feature

    FeatureFIN GroupCoreCo / Core Compliance
    Included technology✓ RegReview + ADScanner + InvestPrepBring your own
    Service breadthCompliance + Books + Audits + PartnersCompliance only
    Pricing transparencyPublished tiersQuote on request
    Fractional CCO

    Where FIN Group wins

    Tech-forward by default

    RegReview, InvestPrep, and ADScanner are built in. CoreCo and similar boutiques rely on spreadsheets, email, and third-party tools the client has to license separately.

    Broader service footprint

    FIN also handles fund administration (FIN Books), audit support (FIN Audits), and partner/distribution work (FIN Partners) — a one-stop shop for growth-stage firms.

    Published, transparent pricing

    Pick a tier on the pricing page. Boutiques typically require a sales call before quoting.

    Where CoreCo / Core Compliance is strong

    We believe in honest comparisons. Here's where the other side genuinely wins:

    Long-standing relationships

    Established boutiques often have decades-long client tenure and deep examiner relationships in their region.

    Highly personalized

    A two- or three-person boutique can offer a level of intimacy a larger firm cannot.

    Frequently asked

    Why not just use a local boutique?

    If you value technology integration, want one vendor across compliance/admin/audit, and prefer transparent pricing, FIN is structured for that. Boutiques win on local relationships and intimacy.

    Still not sure?

    A 20-minute conversation with a senior FIN CCO will tell you whether we're the right fit — no pressure either way.

    Compare other providers: ACA Group · COMPLY (formerly NRS/RIA in a Box) · Foreside · National Law firm + RegEd