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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 Bulltick Wealth Management, LLC (swap one in):+ Adviceone Advisory Services, LLC $2.05B · Glastonbury, CT+ Pcm Encore, LLC $2.05B · Aspen, CO+ Palisades Hudson Asset Management, L.p. $1.84B · Fort Lauderdale, FL+ A&M Private Wealth Partners, LLC $1.83B · West Palm Beach, FL
Miami, FL
Tampa, FL
Clearwater, FL
Assets under management$1.95B$2.11B$2.08B
Asset growth, last 2 years−25%+55%–
Advisory staff21713
Individual clients280838534
Assets per client$7M$2.5M$3.9M
Clients per advisor1312041
Main custodianPershingSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack–2–
People on Advicer.bio24734

From each firm's latest Form ADV (Mar 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.

ToolBulltick Wealth Management, LLCSuncoast Equity Management, LLCIndivisible Partners
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Bulltick Wealth Management, LLC: Pershing, J.P. Morgan, Santander Securities LLC · Suncoast Equity Management, LLC: Schwab, Envestnet, Inc. · Indivisible Partners: none listed