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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):+ Gratus Wealth Advisors LLC $822.2M · Virginia Beach, VA+ Flc Capital Advisors $822.2M · Palm Desert, CA+ Sensible Money, LLC $742.5M · Scottsdale, AZ+ Bayshore Wealth Advisors $740.1M · Coral Gables, FL
Coral Gables, FL
Sarasota, FL
Sarasota, FL
Assets under management$782.4M$828.3M$827.7M
Asset growth, last 2 years+24%+98%+72%
Advisory staff2259
Individual clients9841401,307
Assets per client$795K$5.9M$633K
Clients per advisor4528145
Main custodianPershingFidelityLPL Financial
Filing with the SEC since2012 or earlier20172013
Tools in their stack–––
People on Advicer.bio2159

From each firm's latest Form ADV (Apr 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: Amerant Investments, Inc.: Pershing · Global Financial Private Client: Fidelity · Walsh & Associates, LLC: LPL Financial