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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 Lakeshore Advisors (swap one in):+ Kedzior Wealth Management LLC $85M · Independence, OH+ Rubin Overseas LTD. $84.9M · Zurich+ Pope Wealth Management $76.7M · Lakewood Ranch, FL+ Prym Advisors LLC $76.4M · Fort Lauderdale, FL
Winter Park, FL
Jacksonville, FL
Stuart, FL
Assets under management$80.8M$85.2M$85.1M
Asset growth, last 2 years–––
Advisory staff212
Individual clients10118293
Assets per client$800K$4.7M$290K
Clients per advisor5118147
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack3–2
People on Advicer.bio212

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

ToolLakeshore AdvisorsForrest Investment Management, Inc.Peak Capital Management
Advisor Lead Gen
WiserAdvisor––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it