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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 Castle Wealth Management (swap one in):+ Imz Advisory Inc. $452.7M · Boca Raton, FL+ Blackhawk Capital Partners, LLC $452M · Thiensville, WI+ Clarity Capital Advisors, LLC $406.3M · Lakewood Ranch, FL+ Qp Wealth Management, LLC $405M · Boca Raton, FL
Boynton Beach, FL
Tampa, FL
Miami, FL
Assets under management$430.1M$456.1M$406.2M
Asset growth, last 2 years+23%+129%+286%
Advisory staff76679
Individual clients2423,0052,951
Assets per client$1.8M$152K$138K
Clients per advisor355328
Main custodianSchwabFidelityFidelity
Filing with the SEC since2012 or earlier20232023
Tools in their stack3–2
People on Advicer.bio587917

From each firm's latest Form ADV (Oct 2026, Sep 2026, 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

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.

ToolCastle Wealth ManagementFlorida Financial Advisors, LLCGuerra Wealth Advisors
Client File Sharing
ShareFileUses it–Uses it
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Castle Wealth Management: Schwab · Florida Financial Advisors, LLC: Fidelity, Schwab · Guerra Wealth Advisors: Fidelity, Schwab