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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 Spyrnal Financial Group (swap one in):+ Livian & Co. $152.9M · New York, NY+ Cypress Asset Management, Inc. $152.8M+ Prince Asset Management, Inc. $137.7M · Sarasota, FL+ Ruggiero Investments $137.6M · West Palm Beach, FL
Bokeelia, FL
Norwell, MA
Assets under management$145.5M$152.8M$152.9M
Asset growth, last 2 years+35%+17%–
Advisory staff211
Individual clients3871583
Assets per client$376K$10.2M$1.8M
Clients per advisor1941583
Main custodianSchwabSchwab–
Filing with the SEC since20232012 or earlier2024
Tools in their stack1–2
People on Advicer.bio3–1

From each firm's latest Form ADV (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.

ToolSpyrnal Financial GroupStw AssociatesVincent Wealth Advisors LLC
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Spyrnal Financial Group: Schwab · Stw Associates: Schwab · Vincent Wealth Advisors LLC: none listed