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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):+ Estes Financial Services, Inc. $4.8M · Fort Worth, TX+ Right Path Financial LLC $4.8M+ Rogers Capital Advisors, LLC $4.3M+ Edwards Financial & Insurance Services $4.3M
Miami, FL
Miami, FL
Winter Park, FL
Assets under management$4.5M$4.8M$4.3M
Asset growth, last 2 years−78%––
Advisory staff111
Individual clients114032
Assets per client$412K$120K$133K
Clients per advisor114032
Main custodianInteractive Brokers––
Filing with the SEC since201820262026
Tools in their stack–––
People on Advicer.bio11–

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Belvedere Wealth Advisors LLC: Interactive Brokers · Bluereef Capital: none listed · Toro Financial Advisors: none listed