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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 Mcdevitt & Bird Investment Management Co (swap one in):+ Proactive Wealth Management, Inc. $9.3M · Draper, UT+ Spartan Wealth Solutions LLC $9.3M+ Amaral Financial Planning $8.4M+ Mitz Wealth Management, LLC $8.4M
Orlando, FL
Assets under management$8.9M$9.3M$9.3M
Asset growth, last 2 years−74%––
Advisory staff121
Individual clients14824
Assets per client$634K$114K$2.3M
Clients per advisor14414
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack––1
People on Advicer.bio121

From each firm's latest Form ADV (Sep 2026, Mar 2026, Jul 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

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.

ToolMcdevitt & Bird Investment Management CoVestwyze, LLCGaard Capital LLC
Custodial Platform
Interactive Brokers––Uses it