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 Simplifi, Inc. (swap one in):+ Accretive Wealth Management, LLC $290.7M · San Ramon, CA+ Retirement Portfolios, LLC $290M · Lawrence, KS+ Bull Oak Capital, LLC $261.6M · Rancho Santa Fe, CA+ Sage Stone Wealth Management LLC $261.4M · La Jolla, CA
San Diego, CA
San Diego, CA
Assets under management$276.1M$291.6M$290M
Asset growth, last 2 years+15%+49%–
Advisory staff132
Individual clients301240259
Assets per client$917K$1.2M$1.1M
Clients per advisor30180130
Main custodianSchwabSchwabPrincipal Securities, Inc.
Filing with the SEC since2012 or earlier20192024
Tools in their stack1–2
People on Advicer.bio244

From each firm's latest Form ADV (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.

ToolSimplifi, Inc.Mcnaughton Wealth Management, LLCFull Financial Inc.
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Simplifi, Inc.: Schwab · Mcnaughton Wealth Management, LLC: Schwab · Full Financial Inc.: Principal Securities, Inc.