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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 Storge (swap one in):+ Rainey & Randall Wealth Advisors, Inc. $918.2M · Celebration, FL+ Singer Wealth Advisors LLC $910.6M · Boca Raton, FL+ Gratus Wealth Advisors LLC $822.2M · Virginia Beach, VA+ Flc Capital Advisors $822.2M · Palm Desert, CA
Coral Gables, FL
Miami, FL
Westwood, NJ
Assets under management$866.6M$911M$822.4M
Asset growth, last 2 years+52%+244%+5%
Advisory staff3424
Individual clients69652,566
Assets per client$12.6M$14M$320K
Clients per advisor2316107
Main custodianJ.P. MorganJ.P. MorganSchwab
Filing with the SEC since201920232017
Tools in their stack–1–
People on Advicer.bio3525

From each firm's latest Form ADV (Feb 2026, Jun 2026, Oct 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.

ToolStorgeTiempo Capital PartnersFortis Group Advisors LLC
Performance Reporting
Addepar–Uses it–

Custodians on Form ADV: Storge: J.P. Morgan, Banco De Sabadell, S.a. Miami Branch, Morgan Stanley, UBS · Tiempo Capital Partners: J.P. Morgan · Fortis Group Advisors LLC: Schwab, LPL Financial