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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 Downshift Financial (swap one in):+ Simplified Wealth Management $225.5M · Hattiesburg, MS+ Principium Investments LLC $225.4M+ Moler Capital Management $203.8M+ Up North Financial, LLC $203.8M · Traverse City, MI
Tampa, FL
Assets under management$214.7M$225.4M$225.5M
Asset growth, last 2 years–+88%+54%
Advisory staff313
Individual clients8155116
Assets per client$2.6M$4.1M$1.9M
Clients per advisor275539
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212014
Tools in their stack111
People on Advicer.bio313

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

ToolDownshift FinancialThe Tenret Company, LLCMiller Wealth Advisors, LLC
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Downshift Financial: Schwab · The Tenret Company, LLC: Schwab · Miller Wealth Advisors, LLC: Schwab