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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 Tobias Financial Advisors (swap one in):+ American Financial Advisors Inc $1.28B · Winter Park, FL+ Ullmann Wealth Partners $1.25B · Jacksonville Beach, FL+ Aviance Capital Partners LLC $1.13B · Naples, FL+ Founders Family Office $1.12B · Miami, FL
Plantation, FL
Vero Beach, FL
Miami, FL
Assets under management$1.19B$1.26B$1.28B
Asset growth, last 2 years+58%+22%+5%
Advisory staff999
Individual clients37459679
Assets per client$3.2M$2.1M$16.2M
Clients per advisor42669
Main custodianSchwabBNYJ.P. Morgan
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio995

From each firm's latest Form ADV (Sep 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.

ToolTobias Financial AdvisorsProfessional Advisory Services IncBigsur Partners, LLC
Performance Reporting
Addepar––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Tobias Financial Advisors: Schwab · Professional Advisory Services Inc: BNY · Bigsur Partners, LLC: J.P. Morgan, Schwab