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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):+ Fsa Wealth Partners $819.7M · Rockville, MD+ Advisors Management Group Inc $819.6M · La Crosse, WI+ Bayshore Wealth Advisors $740.1M · Coral Gables, FL+ Paragon Capital Management LLC $739.8M · Overland Park, KS
Bonita Springs, FL
Sarasota, FL
Sarasota, FL
Assets under management$780.5M$828.3M$827.7M
Asset growth, last 2 years+56%+98%+72%
Advisory staff7559
Individual clients2,9291401,307
Assets per client$266K$5.9M$633K
Clients per advisor3928145
Main custodianE*Trade Securities LLCFidelityLPL Financial
Filing with the SEC since201820172013
Tools in their stack2––
People on Advicer.bio8259

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 ClientWalsh & Associates, LLC
Custodial Platform
AxosUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Portfolio Medics, LLC: E*Trade Securities LLC · Global Financial Private Client: Fidelity · Walsh & Associates, LLC: LPL Financial