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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+ Cardinal Capital Management, Inc. $4.02B · Winnipeg
Summit, NJ
Mt. Laurel, NJ
Denver, CO
Assets under management$4.27B$4.73B$4.53B
Asset growth, last 2 years+35%+23%+83%
Advisory staff190635
Individual clients8,456100162
Assets per client$505K$47.3M$28M
Clients per advisor45175
Main custodianSchwab–Schwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio246635

From each firm's latest Form ADV (Jul 2026, Mar 2026, May 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, LLCJfg Family Office
CRM
Envestnet Tamarac––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Simplicity Wealth: Schwab, Truist · Bc Advisors, LLC: none listed · Jfg Family Office: Schwab