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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 Renew Family Wealth (swap one in):+ Tegesta Capital, LLC $111.1M · Jupiter, FL+ Fox Financial Services, Inc. $110.9M · White Plains, NY+ Darrell Capital Management, LLC $100.1M · Rolling Hills Estates, CA+ The Sullivan Group $100.1M · Roseville, CA
Jupiter, FL
Miami, FL
Westford, MA
Assets under management$105.4M$111.3M$100.1M
Asset growth, last 2 years–+75%–
Advisory staff423
Individual clients785880
Assets per client$1.4M$1.9M$1.3M
Clients per advisor202927
Main custodian–Schwab–
Filing with the SEC since202620222026
Tools in their stack31–
People on Advicer.bio523

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

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.

ToolRenew Family WealthGoiAdvanced Portfolio Design, LLC
Schedule Apps
Acuity SchedulingUses it––
Calendly–Uses it–
Planning Light
AdvyzonUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Renew Family Wealth: none listed · Goi: Schwab, Interactive Brokers · Advanced Portfolio Design, LLC: none listed