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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):+ Davis Financial Management, Inc. $144.6M · Overland Park, KS+ Sterling Financial Advisors, LLC $144.6M+ Solist Financial $130.1M · Tampa, FL+ Safe Harbor Fiduciary, LLC $129.9M · Pensacola, FL
West Palm Beach, FL
The Villages, FL
Bokeelia, FL
Assets under management$137.6M$145.7M$145.5M
Asset growth, last 2 years–+34%+35%
Advisory staff452
Individual clients3921,261387
Assets per client$351K$116K$376K
Clients per advisor98252194
Main custodian–FidelitySchwab
Filing with the SEC since202420212023
Tools in their stack1–1
People on Advicer.bio543

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

ToolRuggiero InvestmentsParady Wealth ManagementSpyrnal Financial Group
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Ruggiero Investments: none listed · Parady Wealth Management: Fidelity · Spyrnal Financial Group: Schwab