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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 Instrumental Wealth, LLC (swap one in):+ Jacksonville Wealth Management $533.5M · Jacksonville, FL+ New Capital Management, LP $533.5M · Houston, TX+ Allgen Financial Advisors, Inc. $475.2M · Orlando, FL+ Noctua International Wmg, LLC $474.5M · Miami, FL
Tampa, FL
West Palm Beach, FL
Houston, TX
Assets under management$508M$533.7M$534.1M
Asset growth, last 2 years+47%+20%+23%
Advisory staff5210
Individual clients568271,138
Assets per client$894K$19.8M$469K
Clients per advisor11414114
Main custodianFidelity–Pershing
Filing with the SEC since20202012 or earlier2021
Tools in their stack4–2
People on Advicer.bio5–9

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

ToolInstrumental Wealth, LLCAffiliated Private Investors LLCRobertson Investment Management
CRM
HubSpotUses it–Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Instrumental Wealth, LLC: Fidelity · Affiliated Private Investors LLC: none listed · Robertson Investment Management: Pershing, Schwab