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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 Timucuan Asset Management Inc (swap one in):+ Sound Income Strategies, LLC $4.18B · Fort Lauderdale, FL+ Valor Advisors LLC $4.01B · Miami, FL+ Retirement Planners of America $3.59B · Plano, TX+ The Burney Company $3.59B · Reston, VA
Jacksonville, FL
Coral Gables, FL
Beachwood, OH
Assets under management$3.81B$4.13B$3.6B
Asset growth, last 2 years+15%+23%+11%
Advisory staff4511
Individual clients59127204
Assets per client$6.4M$153.1M$17.6M
Clients per advisor148519
Main custodianFidelitySchwabBNY
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio4–5

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

ToolTimucuan Asset Management IncArchpoint InvestorsCm Wealth Advisors LLC
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Timucuan Asset Management Inc: Fidelity, Wells Fargo · Archpoint Investors: Schwab, J.P. Morgan · Cm Wealth Advisors LLC: BNY, Key Bank NA