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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 Jurick Financial Services (swap one in):+ S.h. Capital Management Corp. $54.8M · Boca Raton, FL+ Wakeful $54.7M · Miami, FL+ Aventail Wealth Management, LLC $49.4M · Winter Haven, FL+ CPA Investment Solutions, Inc. $49.2M · Sarasota, FL
Parkland, FL
Fort Lauderdale, FL
Oxford, FL
Assets under management$52.1M$54.7M$49.2M
Asset growth, last 2 years–+161%–
Advisory staff112
Individual clients2587168
Assets per client$202K$771K$724K
Clients per advisor2587134
Main custodian–Schwab–
Filing with the SEC since202620192026
Tools in their stack–33
People on Advicer.bio–12

From each firm's latest Form ADV (Aug 2026, Jan 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.

ToolJurick Financial ServicesMurray Street Capital Advisors, LLCCapstonewealth
Schedule Apps
Acuity Scheduling–Uses it–
Calendly––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon–Uses it–
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Jurick Financial Services: none listed · Murray Street Capital Advisors, LLC: Schwab · Capstonewealth: none listed