Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Moler Capital Management $203.8M+ Up North Financial, LLC $203.8M · Traverse City, MI
Tampa, FL
Hattiesburg, MS
Assets under management$214.7M$225.4M$225.5M
Asset growth, last 2 years–+88%+86%
Advisory staff317
Individual clients8155707
Assets per client$2.6M$4.1M$319K
Clients per advisor2755101
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420212022
Tools in their stack114
People on Advicer.bio317

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, LLCSimplified Wealth Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses itUses it
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Downshift Financial: Schwab · The Tenret Company, LLC: Schwab · Simplified Wealth Management: Schwab