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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):+ Good Life Advisors, LLC $4.35B · Celebration, FL+ Sound Income Strategies, LLC $4.18B · Fort Lauderdale, FL+ Cm Wealth Advisors LLC $3.6B · Beachwood, OH+ Retirement Planners of America $3.59B · Plano, TX
Jacksonville, FL
Coral Gables, FL
Miami, FL
Assets under management$3.81B$4.13B$4.01B
Asset growth, last 2 years+15%+23%+27%
Advisory staff458
Individual clients5912766
Assets per client$6.4M$153.1M$60.7M
Clients per advisor14858
Main custodianFidelitySchwabJ.P. Morgan
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack–11
People on Advicer.bio4–3

From each firm's latest Form ADV (Jul 2026, Mar 2026, Sep 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 InvestorsValor Advisors LLC
Performance Reporting
Addepar––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Timucuan Asset Management Inc: Fidelity, Wells Fargo · Archpoint Investors: Schwab, J.P. Morgan · Valor Advisors LLC: J.P. Morgan, Morgan Stanley