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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 Goi (swap one in):+ Sandhill Wealth Management, Inc. $118.5M · Winter Park, FL+ Mark C. Huffman, CPA/RIA $117M+ Renew Family Wealth $105.4M · Jupiter, FL+ Value Financial Advisers, Inc. $105.3M · Orlando, FL
Miami, FL
Boca Raton, FL
Palm Beach Gardens, FL
Assets under management$111.3M$118M$117.2M
Asset growth, last 2 years+75%+162%−0%
Advisory staff233
Individual clients5897146
Assets per client$1.9M$1.2M$803K
Clients per advisor293249
Main custodianSchwab–Schwab
Filing with the SEC since20222012 or earlier2017
Tools in their stack121
People on Advicer.bio235

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

ToolGoiCs Advisors Inc.Castle Island Wealth
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Goi: Schwab, Interactive Brokers · Cs Advisors Inc.: none listed · Castle Island Wealth: Schwab