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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):+ Remote Financial Planner, LLC $82.2M · West Palm Beach, FL+ Longenecker Financial Services $82.1M · Des Moines, IA+ Rpata, LLC $74.2M+ Aspire Wealth $74.1M · Caledonia, MI
Calumet, MI
Rochester, MI
Orchard, NY
Assets under management$78.2M$82.5M$82.2M
Asset growth, last 2 years––+95%
Advisory staff133
Individual clients89116172
Assets per client$878K$711K$478K
Clients per advisor893957
Main custodian––Raymond James
Filing with the SEC since202620262015
Tools in their stack–2–
People on Advicer.bio113

From each firm's latest Form ADV (Jan 2026, Oct 2026, Jul 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 ManagementWinthrop Partners - Epa, LLC
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Simplified Financial Partners: none listed · Advize Wealth Management: none listed · Winthrop Partners - Epa, LLC: Raymond James