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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+ Dock Street Asset Management Inc $1.11B · Palm Beach, FL
Plantation, FL
Vero Beach, FL
Miami, FL
Assets under management$1.19B$1.26B$1.12B
Asset growth, last 2 years+58%+22%−5%
Advisory staff997
Individual clients3745968
Assets per client$3.2M$2.1M$139.5M
Clients per advisor42661
Main custodianSchwabBNYJ.P. Morgan
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack––1
People on Advicer.bio994

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 IncFounders Family Office
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Tobias Financial Advisors: Schwab · Professional Advisory Services Inc: BNY · Founders Family Office: J.P. Morgan, Goldman Sachs, Rothschild & Co Bank Ag, Morgan Stanley