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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 Rochester Wealth Strategies, LLC (swap one in):+ Sage Hill Capital $214.3M · Ann Arbor, MI+ Compass Planning Associates, Inc. $213.9M+ Pine Haven Investment Counsel, Inc. $193.4M+ Cig Asset Management, Inc. $192.5M · Southfield, MI
Rochester, MI
Brighton, MI
Atlanta, GA
Assets under management$203.6M$214.9M$213.9M
Asset growth, last 2 years+68%+50%+23%
Advisory staff4251
Individual clients1406027
Assets per client$1.5M$357K$30.6M
Clients per advisor35247
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420172018
Tools in their stack––2
People on Advicer.bio4241

From each firm's latest Form ADV (Aug 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.

ToolRochester Wealth Strategies, LLCSimplyria Advisor NetworkPremis Advisors, LLC
CRM
SS&C Black Diamond––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Rochester Wealth Strategies, LLC: Schwab · Simplyria Advisor Network: Schwab · Premis Advisors, LLC: Schwab