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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 Bigsur Partners, LLC (swap one in):+ Fifth Avenue Family Office $1.35B · Naples, FL+ Moisand Fitzgerald Tamayo, LLC $1.35B · Orlando, FL+ Investment Advisory Group LLC $1.22B · Sarasota, FL+ Baron Silver Stevens Financial Advisors, LLC $1.2B · Boca Raton, FL
Miami, FL
Naples, FL
Plantation, FL
Assets under management$1.28B$1.35B$1.19B
Asset growth, last 2 years+5%–+58%
Advisory staff999
Individual clients791,002374
Assets per client$16.2M$1.3M$3.2M
Clients per advisor911142
Main custodianJ.P. Morgan–Schwab
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack21–
People on Advicer.bio599

From each firm's latest Form ADV (Mar 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

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.

ToolBigsur Partners, LLCIntellus Advisors, LLCTobias Financial Advisors
Digital Marketing
Snappy Kraken–Uses it–
Performance Reporting
AddeparUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Bigsur Partners, LLC: J.P. Morgan, Schwab · Intellus Advisors, LLC: none listed · Tobias Financial Advisors: Schwab