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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 Atlantic Family Wealth, LLC (swap one in):+ Riverglades Family Offices, LLC $221.4M · Naples, FL+ Strategic Financial Planning, Inc. $220.6M · Plano, TX+ Kapusta Financial Group $199.6M · Pittsburgh, PA+ Rwa Advisors $199.1M · Boca Raton, FL
Coral Gables, FL
Coral Gables, FL
Bradenton, FL
Assets under management$210.1M$221.4M$221M
Asset growth, last 2 years+56%+35%+68%
Advisory staff164
Individual clients24011384
Assets per client$876K$2M$2.6M
Clients per advisor2401921
Main custodianLPL FinancialMorgan StanleySchwab
Filing with the SEC since202220232023
Tools in their stack3–2
People on Advicer.bio232

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

ToolAtlantic Family Wealth, LLCLynx Advisory PartnersPullen Investment Management
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)Uses it––
Client File Sharing
DropboxUses it––
Portfolio Management
Orion––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Atlantic Family Wealth, LLC: LPL Financial · Lynx Advisory Partners: Morgan Stanley, Pershing, J.P. Morgan, Interactive Brokers, UBS, Banco Santander International · Pullen Investment Management: Schwab, Fiduciary Trust International