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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 Simple Wealth LLC (swap one in):+ Live Oak Wealth Management, LLC $57M · Covington, LA+ Financially Healthy, LLC $57M · Oakland, CA+ Weiser Financial Planning LLC $51.5M+ Asymmetric Advantage Capital Management, LLC $51.4M · Bellevue, WA
Liberty Lake, WA
Louisville, KY
Assets under management$54.2M$57M$57M
Asset growth, last 2 years––+31%
Advisory staff111
Individual clients10825936
Assets per client$502K$220K$1.6M
Clients per advisor10825936
Main custodian––Fidelity
Filing with the SEC since202620262014
Tools in their stack–2–
People on Advicer.bio111

From each firm's latest Form ADV (Oct 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.

ToolSimple Wealth LLCThompson Investment AdvisorsPaulo Financial Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: Simple Wealth LLC: none listed · Thompson Investment Advisors: none listed · Paulo Financial Advisors, LLC: Fidelity