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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 Setchfield Asset Management (swap one in):+ Guiry Capital Management, LLC $204.3M · Palm Beach Gardens, FL+ Mcdermott Investment Advisors, LLC $203.3M · Naples, FL+ Sandy Morris Financial & Estate Planning Services, LLC $183.1M · Tampa, FL+ Allegiance Financial Advisors, Inc. $181.9M · Jacksonville, FL
Bradenton, FL
Boca Raton, FL
Fort Myers, FL
Assets under management$192.8M$202.9M$202.7M
Asset growth, last 2 years+52%+30%+22%
Advisory staff122
Individual clients250107132
Assets per client$771K$1.9M$1.5M
Clients per advisor2505466
Main custodianSchwab–Altruist
Filing with the SEC since20192012 or earlier2018
Tools in their stack–1–
People on Advicer.bio112

From each firm's latest Form ADV (Feb 2026, Mar 2026, May 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.

ToolSetchfield Asset ManagementSyntax Research, Inc.Campbell Financial Partners, LLC
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Setchfield Asset Management: Schwab · Syntax Research, Inc.: none listed · Campbell Financial Partners, LLC: Altruist