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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 Bluereef Capital (swap one in):+ Heron Equity Management, LLC $5.1M · Indialantic, FL+ Stonewealth Advisors, LLC $5.1M · Coral Gables, FL+ Kuyrkendall Capital $4.5M · Palm Beach Gardens, FL+ Eubanks Financial $4.5M · Fort Myers, FL
Miami, FL
Boynton Beach, FL
Miami, FL
Assets under management$4.8M$5.1M$4.5M
Asset growth, last 2 years––−78%
Advisory staff111
Individual clients403311
Assets per client$120K$154K$412K
Clients per advisor403311
Main custodian––Interactive Brokers
Filing with the SEC since202620262018
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Jun 2025). 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: Bluereef Capital: none listed · Greenberg Financial Group: none listed · Belvedere Wealth Advisors LLC: Interactive Brokers