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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 Optimum Capital Strategies (swap one in):+ Sorfis Investments, LLC $35.2M · Chardon, OH+ Simple Life Financial $35.2M+ Firstline Financial LLC $31.8M · Gilbert, AZ+ Wbh Financial Services, LLC $31.7M · Lake Oswego, OR
Beaverton, OR
Tigard, OR
Cambridge, NY
Assets under management$33.5M$35.4M$31.8M
Asset growth, last 2 years––+14%
Advisory staff221
Individual clients504026
Assets per client$671K$885K$1.2M
Clients per advisor252026
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack––2
People on Advicer.bio221

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

ToolOptimum Capital StrategiesInsight FinancialCambridge Wealth Management, LLC
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Optimum Capital Strategies: none listed · Insight Financial: none listed · Cambridge Wealth Management, LLC: Schwab