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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 First Down Financial (swap one in):+ Rising Tides Financial, LLC $59.9M+ Liberty Wealth Managers $59.9M · New York, NY+ Amida Wealth Advisors, LLC $53.9M · Miami, FL+ Southshore Financial Planning $53.8M · Tampa, FL
Oviedo, FL
Houston, TX
New York, NY
Assets under management$57M$59.9M$54.1M
Asset growth, last 2 years––−23%
Advisory staff211
Individual clients523919
Assets per client$1.1M$1.5M$2.8M
Clients per advisor263919
Main custodian––Morgan Stanley
Filing with the SEC since202620262021
Tools in their stack3––
People on Advicer.bio211

From each firm's latest Form ADV (Oct 2026, Feb 2026, Jul 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.

ToolFirst Down FinancialGessner Wealth Strategies LLCAlpha
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Risk Tolerance
OnPointe Risk AnalyzerUses it––

Custodians on Form ADV: First Down Financial: none listed · Gessner Wealth Strategies LLC: none listed · Alpha: Morgan Stanley, J.P. Morgan, Ucap Securities LLC