Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Good Life Advisors, LLC $4.35B · Celebration, FL+ Valor Advisors LLC $4.01B · Miami, FL+ Cm Wealth Advisors LLC $3.6B · Beachwood, OH+ Retirement Planners of America $3.59B · Plano, TX
Jacksonville, FL
Coral Gables, FL
Fort Lauderdale, FL
Assets under management$3.81B$4.13B$4.18B
Asset growth, last 2 years+15%+23%+105%
Advisory staff45134
Individual clients5912724,734
Assets per client$6.4M$153.1M$169K
Clients per advisor1485185
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–1–
People on Advicer.bio4–124

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

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 InvestorsSound Income Strategies, LLC
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Timucuan Asset Management Inc: Fidelity, Wells Fargo · Archpoint Investors: Schwab, J.P. Morgan · Sound Income Strategies, LLC: Schwab