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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 Susko Wealth Advisors (swap one in):+ S.h. Capital Management Corp. $54.8M · Boca Raton, FL+ Wakeful $54.7M · Miami, FL+ Capstonewealth $49.2M · Oxford, FL+ CPA Investment Solutions, Inc. $49.2M · Sarasota, FL
Naples, FL
Fort Lauderdale, FL
Weston, FL
Assets under management$51.9M$54.7M$48.9M
Asset growth, last 2 years–+161%–
Advisory staff119
Individual clients12571226
Assets per client$415K$771K$216K
Clients per advisor1257125
Main custodian–Schwab–
Filing with the SEC since202620192026
Tools in their stack–33
People on Advicer.bio112

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

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.

ToolSusko Wealth AdvisorsMurray Street Capital Advisors, LLCBondwire
Custodial Platform
Interactive Brokers––Uses it
NetX360 (Pershing)––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Acuity Scheduling–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Susko Wealth Advisors: none listed · Murray Street Capital Advisors, LLC: Schwab · Bondwire: none listed