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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+ Renew Family Wealth $105.4M · Jupiter, FL+ Northeast Capital Management, Inc. $105.3M · Coral Gables, FL
Jupiter, FL
Boca Raton, FL
Orlando, FL
Assets under management$111.1M$118M$105.3M
Asset growth, last 2 years+46%+162%+2%
Advisory staff134
Individual clients6197201
Assets per client$1.8M$1.2M$524K
Clients per advisor613250
Main custodianSchwab–Schwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack–2–
People on Advicer.bio133

From each firm's latest Form ADV (Mar 2026, Feb 2026, May 2024). 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.

ToolTegesta Capital, LLCCs Advisors Inc.Value Financial Advisers, Inc.
Financial Planning
eMoney–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Tegesta Capital, LLC: Schwab, Interactive Brokers · Cs Advisors Inc.: none listed · Value Financial Advisers, Inc.: Schwab