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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 Simplicity Wealth (swap one in):+ Cwa Asset Management Group $4.51B · Naples, FL+ Spire Wealth Management, LLC $4.51B · Mclean, VA+ Thoroughbred Financial Services, LLC $4.04B · Brentwood, TN+ Permcap Investment Office $4.02B · Charleston, SC
Summit, NJ
Mt. Laurel, NJ
Winnipeg
Assets under management$4.27B$4.73B$4.02B
Asset growth, last 2 years+35%+23%+43%
Advisory staff190616
Individual clients8,4561003,029
Assets per client$505K$47.3M$1.3M
Clients per advisor4517189
Main custodianSchwab–National Bank Independent Network
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio24663

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

ToolSimplicity WealthBc Advisors, LLCCardinal Capital Management, Inc.
Website Builders
Squarespace–Uses it–
Webflow––Uses it

Custodians on Form ADV: Simplicity Wealth: Schwab, Truist · Bc Advisors, LLC: none listed · Cardinal Capital Management, Inc.: National Bank Independent Network, State Street