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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 G. A. Repple & Company (swap one in):+ Sweeney & Michel, LLC $752.6M · Chico, CA+ Navpoint Financial, Inc. $752.2M · Prior Lake, MN+ Landmark Wealth Management $679.7M · Getzville, NY+ Hudson Value Partners, LLC $678.3M · Palm Beach, FL
Casselberry, FL
Saint Petersburg, FL
The Dalles, OR
Assets under management$716.3M$755.6M$680.2M
Asset growth, last 2 years+17%+54%+53%
Advisory staff3913
Individual clients3,139132499
Assets per client$228K$5.7M$1.4M
Clients per advisor80132166
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20232020
Tools in their stack–4–
People on Advicer.bio3715

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

ToolG. A. Repple & CompanyLighthouse FinancialVon Borstel & Associates
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: G. A. Repple & Company: Fidelity · Lighthouse Financial: Schwab · Von Borstel & Associates: Schwab