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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):+ Singer Wealth Advisors LLC $910.6M · Boca Raton, FL+ Strategic Planning Group $910.3M · Bountiful, UT+ Fortis Group Advisors LLC $822.4M · Westwood, NJ+ Gratus Wealth Advisors LLC $822.2M · Virginia Beach, VA
Coral Gables, FL
Miami, FL
Celebration, FL
Assets under management$866.6M$911M$918.2M
Asset growth, last 2 years+52%+244%+36%
Advisory staff344
Individual clients6965332
Assets per client$12.6M$14M$2.8M
Clients per advisor231683
Main custodianJ.P. MorganJ.P. MorganSchwab
Filing with the SEC since201920232012 or earlier
Tools in their stack–1–
People on Advicer.bio354

From each firm's latest Form ADV (Feb 2026, Jun 2026, Mar 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 PartnersRainey & Randall Wealth Advisors, Inc.
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 · Rainey & Randall Wealth Advisors, Inc.: Schwab