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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):+ Wealth Advisors of Tampa Bay $456.8M · Tampa, FL+ Blackhawk Capital Partners, LLC $452M · Thiensville, WI+ Clarity Capital Advisors, LLC $406.3M · Lakewood Ranch, FL+ Guerra Wealth Advisors $406.2M · Miami, FL
Boynton Beach, FL
Tampa, FL
Boca Raton, FL
Assets under management$430.1M$456.1M$452.7M
Asset growth, last 2 years+23%+129%+41%
Advisory staff76673
Individual clients2423,005372
Assets per client$1.8M$152K$1.2M
Clients per advisor355124
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20232021
Tools in their stack3–2
People on Advicer.bio58794

From each firm's latest Form ADV (Oct 2026, Sep 2026, Aug 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, LLCImz Advisory Inc.
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Castle Wealth Management: Schwab · Florida Financial Advisors, LLC: Fidelity, Schwab · Imz Advisory Inc.: Schwab, John Hancock Distributors LLC, Nationwide Investment Services Corporation, Fidelity