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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):+ Adirondack Financial Services Corp $461.8M · Utica, NY+ Reyl Overseas LTD. $461.6M · Zürich+ Castleview Partners, LLC $416.9M · Dallas, TX+ Seven Mile Advisory LLC $416.8M · Tallahassee, FL
Bloomfield Hills, MI
Clackamas, OR
Assets under management$438.9M$461.6M$460.9M
Asset growth, last 2 years+33%+21%+47%
Advisory staff283
Individual clients67478365
Assets per client$6.6M$966K$1.3M
Clients per advisor3460122
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152017
Tools in their stack––1
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 LLCTrue North Retirement Advisors, LLC
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Simplyrich: Schwab · Gainplan LLC: Schwab · True North Retirement Advisors, LLC: Schwab