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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 Simplyrich (swap one in):+ Reyl Overseas LTD. $461.6M · Zürich+ True North Retirement Advisors, LLC $460.9M · Clackamas, OR+ Seven Mile Advisory LLC $416.8M · Tallahassee, FL+ Jupiter Wealth Management, LLC $416.8M · Glendale, CO
Bloomfield Hills, MI
Dallas, TX
Assets under management$438.9M$461.6M$416.9M
Asset growth, last 2 years+33%+21%+54%
Advisory staff2812
Individual clients67478592
Assets per client$6.6M$966K$704K
Clients per advisor346049
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20152015
Tools in their stack––1
People on Advicer.bio2713

From each firm's latest Form ADV (Mar 2026, Sep 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.

ToolSimplyrichGainplan LLCCastleview Partners, LLC
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Simplyrich: Schwab · Gainplan LLC: Schwab · Castleview Partners, LLC: Fidelity, Schwab, RBC