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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+ 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
Bonita Springs, FL
Assets under management$740.1M$782.4M$780.5M
Asset growth, last 2 years+43%+24%+56%
Advisory staff32275
Individual clients1259842,929
Assets per client$5.9M$795K$266K
Clients per advisor424539
Main custodianSchwabPershingE*Trade Securities LLC
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack––2
People on Advicer.bio32182

From each firm's latest Form ADV (Mar 2026, Apr 2026, Oct 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.Portfolio Medics, LLC
Custodial Platform
Axos––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Bayshore Wealth Advisors: Schwab · Amerant Investments, Inc.: Pershing · Portfolio Medics, LLC: E*Trade Securities LLC