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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 Eurocapital Advisors, Inc (swap one in):+ Capstone Wealth Management Corp. $109.4M · Lakeland, FL+ Ingram Advisory Services, LLC $109.3M · Winter Haven, FL+ Haas Financial, Inc. $98.4M · Sanibel, FL+ Gallatin & Company, LLC $98.1M · Vero Beach, FL
Miami, FL
Winter Park, FL
Jacksonville, FL
Assets under management$103.6M$109.1M$108.8M
Asset growth, last 2 years+3%−32%−30%
Advisory staff231
Individual clients9106620
Assets per client$11.5M$1M$176K
Clients per advisor535620
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–11
People on Advicer.bio141

From each firm's latest Form ADV (Mar 2026, Apr 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.

ToolEurocapital Advisors, IncLyons Wealth ManagementToams Financial
Client Data Gathering
PreciseFP––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Eurocapital Advisors, Inc: Pershing, Banco Santander International, Credit Suisse Bank · Lyons Wealth Management: Schwab · Toams Financial: Schwab