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 Retirement Income Solutions, Inc. (swap one in):+ Cyndeo Wealth Partners $3.15B · St. Petersburg, FL+ Advisornet Wealth Partners $3.15B · Minnetonka, MN+ Cordoba Advisory Partners LLC $2.81B · New York, NY+ Angeles Wealth Management, LLC $2.81B · Santa Monica, CA
Ann Arbor, MI
Grand Rapids, MI
Grand Rapids, MI
Assets under management$2.97B$3.29B$2.69B
Asset growth, last 2 years+23%+61%+14%
Advisory staff131713
Individual clients1,265727938
Assets per client$2.3M$4.5M$2.9M
Clients per advisor974372
Main custodianTIAA-Cref Individual & Institutional Services, LLCFidelityFidelity
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack4––
People on Advicer.bio161813

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

ToolRetirement Income Solutions, Inc.Innovia Wealth, LLCNpf Investment Advisors
Custodial Platform
NetX360 (Pershing)Uses it––
Wealthscape (Fidelity)Uses it––
Client File Sharing
ShareFileUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Retirement Income Solutions, Inc.: TIAA-Cref Individual & Institutional Services, LLC, Pershing · Innovia Wealth, LLC: Fidelity, Schwab · Npf Investment Advisors: Fidelity