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 Meira Wealth (swap one in):+ Cottage Street Advisors $333.8M · Marion, MA+ Strait & Sound $333.7M+ Lifeinvest Wealth Management, LTD $300.5M · Miami, FL+ Azzendo Wealth Advisors $300.1M · Coral Gables, FL
Coral Gables, FL
Coral Springs, FL
Gloucester, MA
Assets under management$317.8M$335.3M$333.7M
Asset growth, last 2 years+19%+27%+24%
Advisory staff523
Individual clients179228245
Assets per client$1.8M$1.5M$1.4M
Clients per advisor3611482
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack4–3
People on Advicer.bio424

From each firm's latest Form ADV (Sep 2026, Feb 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.

ToolMeira WealthPersonal Financial Profiles IncGood Harbor Advisors, Inc.
Client Data Gathering
Asset-MapUses it––
Jotform––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoneyUses it–Uses it
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Meira Wealth: Schwab, Fidelity · Personal Financial Profiles Inc: Schwab · Good Harbor Advisors, Inc.: Fidelity