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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):+ Miller Wealth Advisors, LLC $225.5M+ Principium Investments LLC $225.4M+ Up North Financial, LLC $203.8M · Traverse City, MI+ Rochester Wealth Strategies, LLC $203.6M · Rochester, MI
Tampa, FL
Assets under management$214.7M$225.4M$203.8M
Asset growth, last 2 years–+88%+28%
Advisory staff312
Individual clients815587
Assets per client$2.6M$4.1M$2.3M
Clients per advisor275544
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212012 or earlier
Tools in their stack11–
People on Advicer.bio312

From each firm's latest Form ADV (Jun 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.

ToolDownshift FinancialThe Tenret Company, LLCMoler Capital Management
Planning Light
Advyzon–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Downshift Financial: Schwab · The Tenret Company, LLC: Schwab · Moler Capital Management: Schwab