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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 Safe Harbor Fiduciary, LLC (swap one in):+ Prince Asset Management, Inc. $137.7M · Sarasota, FL+ Aventus Investment Advisors, Inc. $136.5M · Naples, FL+ Kahn Financial Group $122.6M · Clearwater, FL+ Arbalpha $121.6M · Miami, FL
Pensacola, FL
West Palm Beach, FL
Jacksonville Beach, FL
Assets under management$129.9M$137.6M$122.4M
Asset growth, last 2 years+15%–−5%
Advisory staff342
Individual clients34639268
Assets per client$375K$351K$1.8M
Clients per advisor1159834
Main custodianSchwab–Schwab
Filing with the SEC since202120242012 or earlier
Tools in their stack–1–
People on Advicer.bio353

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

ToolSafe Harbor Fiduciary, LLCRuggiero InvestmentsLionsbridge Wealth Management LLC
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Safe Harbor Fiduciary, LLC: Schwab · Ruggiero Investments: none listed · Lionsbridge Wealth Management LLC: Schwab