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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+ Jupiter Wealth Management, LLC $416.8M · Glendale, CO
Bloomfield Hills, MI
Tallahassee, FL
Assets under management$438.9M$461.6M$416.8M
Asset growth, last 2 years+33%+21%+27%
Advisory staff284
Individual clients6747836
Assets per client$6.6M$966K$11.6M
Clients per advisor34609
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152023
Tools in their stack––4
People on Advicer.bio274

From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 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 LLCSeven Mile Advisory LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Simplyrich: Schwab · Gainplan LLC: Schwab · Seven Mile Advisory LLC: Schwab