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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 Strategic Planning Group (swap one in):+ Roehl & Yi Investment Advisors, LLC $959.4M · Eugene, OR+ Leonard Rickey Investment Advisors, P.l.l.c. $958.1M · Yakima, WA+ Gill Capital Partners $862.4M · Denver, CO+ Gsg Advisors LLC $862.3M · Mount Laurel, NJ
Bountiful, UT
St. Louis, MO
Houston, TX
Assets under management$910.3M$958M$956.4M
Asset growth, last 2 years+77%+22%+22%
Advisory staff836
Individual clients1,582380480
Assets per client$575K$2.5M$2M
Clients per advisor19812780
Main custodianFidelitySchwabFidelity
Filing with the SEC since20152012 or earlier2013
Tools in their stack4–2
People on Advicer.bio846

From each firm's latest Form ADV (Oct 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.

ToolStrategic Planning GroupCortland Associates IncMbr Financial
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
Client File Sharing
DropboxUses it––
E-Signature
DocuSignUses it––
Financial Planning
eMoneyUses it–Uses it

Custodians on Form ADV: Strategic Planning Group: Fidelity · Cortland Associates Inc: Schwab, Robert W. Baird & Co. Incorporated · Mbr Financial: Fidelity