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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):+ Veltria Advisors Corp. $113.2M · Miami, FL+ Fox Financial Services, Inc. $110.9M · White Plains, NY+ Darrell Capital Management, LLC $100.1M · Rolling Hills Estates, CA+ Advanced Portfolio Design, LLC $100.1M · Westford, MA
Jupiter, FL
Miami, FL
Jupiter, FL
Assets under management$105.4M$111.3M$111.1M
Asset growth, last 2 years–+75%+46%
Advisory staff421
Individual clients785861
Assets per client$1.4M$1.9M$1.8M
Clients per advisor202961
Main custodian–SchwabSchwab
Filing with the SEC since202620222021
Tools in their stack31–
People on Advicer.bio521

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 WealthGoiTegesta Capital, 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 · Tegesta Capital, LLC: Schwab, Interactive Brokers