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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 Yandell Investments, LLC (swap one in):+ Rutherford Asset Planning, Inc. $181.3M · Tampa, FL+ River City Wealth Management $179.6M · Jacksonville, FL+ Barnett Capital Advisors LLC $161.1M · Miami, FL+ Williams Wealth Management Group, Inc. $161M · Bradenton, FL
Orlando, FL
Fort Lauderdale, FL
Miami, FL
Assets under management$171M$180.7M$181.1M
Asset growth, last 2 years–+208%−14%
Advisory staff122
Individual clients1151996
Assets per client$1.5M$908K$30.2M
Clients per advisor1151003
Main custodianFidelity–Citi
Filing with the SEC since20242012 or earlier2016
Tools in their stack–––
People on Advicer.bio122

From each firm's latest Form ADV (Aug 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Yandell Investments, LLC: Fidelity · Horowitz & Company, Inc.: none listed · Chronos Capital Advisors LLC: Citi, Banco Santander, J.P. Morgan