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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 Ruggiero Investments (swap one in):+ Spyrnal Financial Group $145.5M · Bokeelia, FL+ Sterling Financial Advisors, LLC $144.6M+ Safe Harbor Fiduciary, LLC $129.9M · Pensacola, FL+ Maclendon Wealth Management, LLC $129.6M · Delray Beach, FL
West Palm Beach, FL
The Villages, FL
Tampa, FL
Assets under management$137.6M$145.7M$130.1M
Asset growth, last 2 years–+34%–
Advisory staff451
Individual clients3921,26184
Assets per client$351K$116K$1.5M
Clients per advisor9825284
Main custodian–Fidelity–
Filing with the SEC since202420212023
Tools in their stack1––
People on Advicer.bio542

From each firm's latest Form ADV (Oct 2026, Aug 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.

ToolRuggiero InvestmentsParady Wealth ManagementSolist Financial
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Ruggiero Investments: none listed · Parady Wealth Management: Fidelity · Solist Financial: none listed