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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 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+ Aspire Wealth $74.1M · Caledonia, MI
Calumet, MI
Rochester, MI
West Palm Beach, FL
Assets under management$78.2M$82.5M$82.2M
Asset growth, last 2 years–––
Advisory staff130
Individual clients8911671
Assets per client$878K$711K$1.2M
Clients per advisor8939–
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–22
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2026, Oct 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 ManagementRemote Financial Planner, LLC
Custodial Platform
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
Wix–Uses it–