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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 Hurlburt Financial (swap one in):+ Anthony Investment Management, LLC $73.5M · Wheeling, WV+ Wealth Management Consultants, LLC $73.5M+ Keystone Investment Advisors, LLC $66.5M · Wexford, PA+ Coastal Way Financial Group, LLC $66.2M · West Palm Beach, FL
Lakeland, FL
Ponte Vedra Beach, FL
West Palm Beach, FL
Assets under management$70M$73.9M$66.2M
Asset growth, last 2 years––+33%
Advisory staff213
Individual clients1522551
Assets per client$461K$3M$1.3M
Clients per advisor762517
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack–3–
People on Advicer.bio213

From each firm's latest Form ADV (Aug 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.

ToolHurlburt FinancialOceanus Capital Partners, LLCIsgam US LLC
Client Data Gathering
Jotform–Uses it–
CRM
HubSpot–Uses it–
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Hurlburt Financial: none listed · Oceanus Capital Partners, LLC: none listed · Isgam US LLC: Schwab