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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+ Fortis Group Advisors LLC $822.4M · Westwood, NJ+ Gratus Wealth Advisors LLC $822.2M · Virginia Beach, VA
Coral Gables, FL
Miami, FL
Bountiful, UT
Assets under management$866.6M$911M$910.3M
Asset growth, last 2 years+52%+244%+77%
Advisory staff348
Individual clients69651,582
Assets per client$12.6M$14M$575K
Clients per advisor2316198
Main custodianJ.P. MorganJ.P. MorganFidelity
Filing with the SEC since201920232015
Tools in their stack–14
People on Advicer.bio358

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 PartnersStrategic Planning Group
Client File Sharing
Dropbox––Uses it
CRM
SS&C Black Diamond––Uses it
E-Signature
DocuSign––Uses it
Financial Planning
eMoney––Uses it
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 · Strategic Planning Group: Fidelity