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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 Shellman Investment Management, LLC (swap one in):+ Riverglades Family Offices, LLC $221.4M · Naples, FL+ Cornerstone Financial Group $220.2M · Appleton, WI+ Rwa Advisors $199.1M · Boca Raton, FL+ Osprey Capital Management Corp. $197.2M · Miami Beach, FL
Coral Gables, FL
Coral Gables, FL
Bradenton, FL
Assets under management$209.6M$221.4M$221M
Asset growth, last 2 years+50%+35%+68%
Advisory staff364
Individual clients13311384
Assets per client$1.6M$2M$2.6M
Clients per advisor441921
Main custodianMorgan StanleyMorgan StanleySchwab
Filing with the SEC since202220232023
Tools in their stack1–2
People on Advicer.bio332

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

ToolShellman Investment Management, LLCLynx Advisory PartnersPullen Investment Management
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: Shellman Investment Management, LLC: Morgan Stanley, Schwab · Lynx Advisory Partners: Morgan Stanley, Pershing, J.P. Morgan, Interactive Brokers, UBS, Banco Santander International · Pullen Investment Management: Schwab, Fiduciary Trust International