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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 Amerant Investments, Inc. (swap one in):+ Walsh & Associates, LLC $827.7M · Sarasota, FL+ Flc Capital Advisors $822.2M · Palm Desert, CA+ Gradient Capital Advisors, LLC $742.2M · San Diego, CA+ Bayshore Wealth Advisors $740.1M · Coral Gables, FL
Coral Gables, FL
Sarasota, FL
Scottsdale, AZ
Assets under management$782.4M$828.3M$742.5M
Asset growth, last 2 years+24%+98%+44%
Advisory staff2258
Individual clients984140324
Assets per client$795K$5.9M$2.3M
Clients per advisor452841
Main custodianPershingFidelitySchwab
Filing with the SEC since2012 or earlier20172017
Tools in their stack––3
People on Advicer.bio21513

From each firm's latest Form ADV (Apr 2026, Mar 2026, Oct 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.

ToolAmerant Investments, Inc.Global Financial Private ClientSensible Money, LLC
Client File Sharing
Box––Uses it
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it

Custodians on Form ADV: Amerant Investments, Inc.: Pershing · Global Financial Private Client: Fidelity · Sensible Money, LLC: Schwab