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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+ Castle Island Wealth $117.2M · Palm Beach Gardens, FL+ Renew Family Wealth $105.4M · Jupiter, FL+ Value Financial Advisers, Inc. $105.3M · Orlando, FL
Miami, FL
Boca Raton, FL
Assets under management$111.3M$118M$117M
Asset growth, last 2 years+75%+162%–
Advisory staff231
Individual clients5897135
Assets per client$1.9M$1.2M$867K
Clients per advisor2932135
Main custodianSchwab––
Filing with the SEC since20222012 or earlier2026
Tools in their stack12–
People on Advicer.bio231

From each firm's latest Form ADV (Sep 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

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.Mark C. Huffman, CPA/RIA
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 · Mark C. Huffman, CPA/RIA: none listed