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 Simplified Financial Partners (swap one in):+ Winthrop Partners - Epa, LLC $82.2M · Orchard, NY+ Longenecker Financial Services $82.1M · Des Moines, IA+ Rpata, LLC $74.2M+ Alternative Strategies Group, Inc. $74.2M · Sioux Falls, SD
Calumet, MI
Rochester, MI
Caledonia, MI
Assets under management$78.2M$82.5M$74.1M
Asset growth, last 2 years–––
Advisory staff135
Individual clients89116140
Assets per client$878K$711K$529K
Clients per advisor893928
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–2–
People on Advicer.bio115

From each firm's latest Form ADV (Jan 2026, Oct 2026, Aug 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.

ToolSimplified Financial PartnersAdvize Wealth ManagementAspire Wealth
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
Wix–Uses it–