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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 Azzendo Wealth Advisors (swap one in):+ Wealth Pro Advisors, Inc. $317.5M · Sarasota, FL+ Marcellus Investment Managers Private Limited $315.2M · Mumbai, Maharashtra+ Lighthouse Retirement $284.6M · Ponte Vedra, FL+ Peninsula Asset Management Inc $284.1M · Bradenton, FL
Coral Gables, FL
Coral Gables, FL
Westport, CT
Assets under management$300.1M$317.8M$285.1M
Asset growth, last 2 years+41%+19%+40%
Advisory staff552
Individual clients238179111
Assets per client$1.3M$1.8M$2.6M
Clients per advisor483656
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–4–
People on Advicer.bio542

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

ToolAzzendo Wealth AdvisorsMeira WealthAyrshire Capital Management LLC
Client Data Gathering
Asset-Map–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Azzendo Wealth Advisors: Schwab · Meira Wealth: Schwab, Fidelity · Ayrshire Capital Management LLC: Schwab, Fidelity