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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 Independent Wealth Management, LLC (swap one in):+ Simplyria Advisor Network $214.9M · Brighton, MI+ Retiremitten Financial LLC $213.8M · Clarkston, MI+ Setchfield Asset Management $192.8M · Bradenton, FL+ Cig Asset Management, Inc. $192.5M · Southfield, MI
Traverse City, MI
Ann Arbor, MI
Urbandale, IA
Assets under management$203M$214.3M$213.2M
Asset growth, last 2 years+26%+50%+76%
Advisory staff324
Individual clients17679298
Assets per client$1.2M$2.7M$715K
Clients per advisor594075
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack2–2
People on Advicer.bio324

From each firm's latest Form ADV (May 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.

ToolIndependent Wealth Management, LLCSage Hill CapitalAo Wealth Advisory
Financial Planning
eMoneyUses it–Uses it
RightCapital (Right Capital)Uses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Independent Wealth Management, LLC: Fidelity · Sage Hill Capital: Schwab · Ao Wealth Advisory: Schwab