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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):+ Chronos Capital Advisors LLC $181.1M · Miami, 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
Tampa, FL
Assets under management$171M$180.7M$181.3M
Asset growth, last 2 years–+208%+18%
Advisory staff121
Individual clients11519977
Assets per client$1.5M$908K$2.4M
Clients per advisor11510077
Main custodianFidelity–Schwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio121

From each firm's latest Form ADV (Aug 2026, Mar 2026, Feb 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.

ToolYandell Investments, LLCHorowitz & Company, Inc.Rutherford Asset Planning, Inc.
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Yandell Investments, LLC: Fidelity · Horowitz & Company, Inc.: none listed · Rutherford Asset Planning, Inc.: Schwab