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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):+ Collective Wealth Partners, LLC $59.9M · Atlanta, GA+ Rising Tides Financial, LLC $59.9M+ 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$59.9M
Asset growth, last 2 years––+3%
Advisory staff211
Individual clients5239114
Assets per client$1.1M$1.5M$525K
Clients per advisor2639114
Main custodian––International Financial Group Limited
Filing with the SEC since202620262022
Tools in their stack3––
People on Advicer.bio21–

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

ToolFirst Down FinancialGessner Wealth Strategies LLCLiberty Wealth Managers
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 · Liberty Wealth Managers: International Financial Group Limited, Novia Global LTD