Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Successful Portfolios LLC (swap one in):+ Palatine Hill Wealth Management $295.9M · Birmingham, MI+ Orchid Advisory $295.7M · Dallas, TX+ Riverplace Capital Management Inc $267.4M · Jacksonville, FL+ Spraker West Wealth Management, Inc $265.3M · Winter Park, FL
Clearwater, FL
Tampa, FL
Assets under management$281.5M$297.1M$295.7M
Asset growth, last 2 years+17%+75%+111%
Advisory staff351
Individual clients204207147
Assets per client$1.4M$1.4M$2M
Clients per advisor6841147
Main custodianInteractive BrokersLPL FinancialShareholders Service Group, LLC
Filing with the SEC since2012 or earlier20212013
Tools in their stack3–1
People on Advicer.bio342

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jul 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.

ToolSuccessful Portfolios LLCOpinicusGolden Bay Advisors LLC
Custodial Platform
Charles SchwabUses it––
Interactive BrokersUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Successful Portfolios LLC: Interactive Brokers, Schwab · Opinicus: LPL Financial · Golden Bay Advisors LLC: Shareholders Service Group, LLC