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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 Tegesta Capital, LLC (swap one in):+ Castle Island Wealth $117.2M · Palm Beach Gardens, FL+ Hayes Asset Management, LLC $116.6M · Rochester, NY+ Value Financial Advisers, Inc. $105.3M · Orlando, FL+ Northeast Capital Management, Inc. $105.3M · Coral Gables, FL
Jupiter, FL
Boca Raton, FL
Jupiter, FL
Assets under management$111.1M$118M$105.4M
Asset growth, last 2 years+46%+162%–
Advisory staff134
Individual clients619778
Assets per client$1.8M$1.2M$1.4M
Clients per advisor613220
Main custodianSchwab––
Filing with the SEC since20212012 or earlier2026
Tools in their stack–23
People on Advicer.bio135

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

ToolTegesta Capital, LLCCs Advisors Inc.Renew Family Wealth
Website Builders
Squarespace––Uses it
Wix–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Acuity Scheduling––Uses it

Custodians on Form ADV: Tegesta Capital, LLC: Schwab, Interactive Brokers · Cs Advisors Inc.: none listed · Renew Family Wealth: none listed