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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):+ Augustine Asset Management Inc $783.3M · Jacksonville, FL+ Portfolio Medics, LLC $780.5M · Bonita Springs, FL+ Core Wealth Advisors, Inc. $702.1M · Lakeland, FL+ Maximai Investment Partners, LLC $695.8M · Coral Gables, FL
Coral Gables, FL
Coral Gables, FL
New York, NY
Assets under management$740.1M$782.4M$777.6M
Asset growth, last 2 years+43%+24%+68%
Advisory staff3227
Individual clients125984443
Assets per client$5.9M$795K$1.8M
Clients per advisor424563
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2019
Tools in their stack––5
People on Advicer.bio3216

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

ToolBayshore Wealth AdvisorsAmerant Investments, Inc.Goalvest Advisory LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Bayshore Wealth Advisors: Schwab · Amerant Investments, Inc.: Pershing · Goalvest Advisory LLC: Schwab