Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Value Financial Advisers, Inc. $105.3M · Orlando, FL+ Northeast Capital Management, Inc. $105.3M · Coral Gables, FL
Miami, FL
Boca Raton, FL
Jupiter, FL
Assets under management$111.3M$118M$105.4M
Asset growth, last 2 years+75%+162%–
Advisory staff234
Individual clients589778
Assets per client$1.9M$1.2M$1.4M
Clients per advisor293220
Main custodianSchwab––
Filing with the SEC since20222012 or earlier2026
Tools in their stack123
People on Advicer.bio235

From each firm's latest Form ADV (Sep 2026, Feb 2026, Jun 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.Renew Family Wealth
Schedule Apps
Acuity Scheduling––Uses it
CalendlyUses it––
Website Builders
Squarespace––Uses it
Wix–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it

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