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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 Bayshore Wealth Advisors (swap one in):+ Portfolio Medics, LLC $780.5M · Bonita Springs, FL+ Goalvest Advisory LLC $777.6M · New York, NY+ Core Wealth Advisors, Inc. $702.1M · Lakeland, FL+ Maximai Investment Partners, LLC $695.8M · Coral Gables, FL
Coral Gables, FL
Coral Gables, FL
Jacksonville, FL
Assets under management$740.1M$782.4M$783.3M
Asset growth, last 2 years+43%+24%+64%
Advisory staff3224
Individual clients12598461
Assets per client$5.9M$795K$12.8M
Clients per advisor424515
Main custodianSchwabPershingFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio3214

From each firm's latest Form ADV (Mar 2026, Apr 2026, Sep 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: Bayshore Wealth Advisors: Schwab · Amerant Investments, Inc.: Pershing · Augustine Asset Management Inc: Fidelity, Schwab, BNY