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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 Edwards Financial Services (swap one in):+ Retirement Income Strategies Inc. $73.2M · Palm Beach Gardens, FL+ Lifecraft Wealth Management $72.6M · Sunrise, FL+ Legacy Family Office, LLC $65.1M · Bonita Springs, FL+ Cela Wealth Management $65M · Miami, FL
Winter Park, FL
Port St. Joe, FL
Winter Park, FL
Assets under management$69M$72.7M$73.1M
Asset growth, last 2 years––+19%
Advisory staff212
Individual clients4108029
Assets per client$168K$908K$2.5M
Clients per advisor2058015
Main custodian––U.S. Bank
Filing with the SEC since202620262013
Tools in their stack–1–
People on Advicer.bio211

From each firm's latest Form ADV (Aug 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.

ToolEdwards Financial ServicesFarnsley Wealth Management, LLCLyons Investment Management
Custodial Platform
Wealthscape (Fidelity)–Uses it–

Custodians on Form ADV: Edwards Financial Services: none listed · Farnsley Wealth Management, LLC: none listed · Lyons Investment Management: U.S. Bank