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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 Portfolio Medics, LLC (swap one in):+ Walsh & Associates, LLC $827.7M · Sarasota, FL+ Advisors Management Group Inc $819.6M · La Crosse, WI+ Paragon Capital Management LLC $739.8M · Overland Park, KS+ Am Investment Strategies, LLC $738.4M · Chattanooga, TN
Bonita Springs, FL
Sarasota, FL
Coral Gables, FL
Assets under management$780.5M$828.3M$740.1M
Asset growth, last 2 years+56%+98%+43%
Advisory staff7553
Individual clients2,929140125
Assets per client$266K$5.9M$5.9M
Clients per advisor392842
Main custodianE*Trade Securities LLCFidelitySchwab
Filing with the SEC since201820172012 or earlier
Tools in their stack2––
People on Advicer.bio8253

From each firm's latest Form ADV (Oct 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

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.

ToolPortfolio Medics, LLCGlobal Financial Private ClientBayshore Wealth Advisors
Custodial Platform
AxosUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Portfolio Medics, LLC: E*Trade Securities LLC · Global Financial Private Client: Fidelity · Bayshore Wealth Advisors: Schwab