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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+ Castleview Partners, LLC $416.9M · Dallas, TX+ Seven Mile Advisory LLC $416.8M · Tallahassee, FL
Bloomfield Hills, MI
Glendale, CO
Assets under management$438.9M$461.6M$416.8M
Asset growth, last 2 years+33%+21%+26%
Advisory staff282
Individual clients6747892
Assets per client$6.6M$966K$4.5M
Clients per advisor346046
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152018
Tools in their stack––3
People on Advicer.bio273

From each firm's latest Form ADV (Mar 2026, Sep 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 LLCJupiter Wealth Management, LLC
CRM
HubSpot––Uses it
Custodial Platform
Charles Schwab––Uses it
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Simplyrich: Schwab · Gainplan LLC: Schwab · Jupiter Wealth Management, LLC: Schwab