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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 Belvedere Wealth Advisors LLC (swap one in):+ J Dostal Investments $4.8M+ Right Path Financial LLC $4.8M+ Rogers Capital Advisors, LLC $4.3M+ Toro Financial Advisors $4.3M · Winter Park, FL
Miami, FL
Miami, FL
Fort Worth, TX
Assets under management$4.5M$4.8M$4.8M
Asset growth, last 2 years−78%––
Advisory staff112
Individual clients114032
Assets per client$412K$120K$149K
Clients per advisor114016
Main custodianInteractive Brokers––
Filing with the SEC since201820262026
Tools in their stack––5
People on Advicer.bio112

From each firm's latest Form ADV (Jun 2025, Mar 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

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.

ToolBelvedere Wealth Advisors LLCBluereef CapitalEstes Financial Services, Inc.
Client Data Gathering
Jotform––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Belvedere Wealth Advisors LLC: Interactive Brokers · Bluereef Capital: none listed · Estes Financial Services, Inc.: none listed