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 Lakeshore Advisors (swap one in):+ Peak Capital Management $85.1M · Stuart, FL+ Kedzior Wealth Management LLC $85M · Independence, OH+ Pope Wealth Management $76.7M · Lakewood Ranch, FL+ Prym Advisors LLC $76.4M · Fort Lauderdale, FL
Winter Park, FL
Jacksonville, FL
Zurich
Assets under management$80.8M$85.2M$84.9M
Asset growth, last 2 years––−14%
Advisory staff214
Individual clients1011812
Assets per client$800K$4.7M$7.1M
Clients per advisor51183
Main custodian––UBS
Filing with the SEC since202620262013
Tools in their stack3––
People on Advicer.bio21–

From each firm's latest Form ADV (Oct 2026, Jan 2026, Jan 2025). 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.Rubin Overseas LTD.
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––

Custodians on Form ADV: Lakeshore Advisors: none listed · Forrest Investment Management, Inc.: none listed · Rubin Overseas LTD.: UBS, Bank Julius Baer, Banque Pictet & Cie Sa