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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 Successful Portfolios LLC (swap one in):+ Golden Bay Advisors LLC $295.7M+ 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
Birmingham, MI
Assets under management$281.5M$297.1M$295.9M
Asset growth, last 2 years+17%+75%+57%
Advisory staff354
Individual clients204207279
Assets per client$1.4M$1.4M$1.1M
Clients per advisor684170
Main custodianInteractive BrokersLPL FinancialSchwab
Filing with the SEC since2012 or earlier20212019
Tools in their stack3–3
People on Advicer.bio344

From each firm's latest Form ADV (Oct 2026, Mar 2026, Jun 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 LLCOpinicusPalatine Hill Wealth Management
Custodial Platform
Charles SchwabUses it–Uses it
Interactive BrokersUses it––
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––
Website Builders
Webflow––Uses it

Custodians on Form ADV: Successful Portfolios LLC: Interactive Brokers, Schwab · Opinicus: LPL Financial · Palatine Hill Wealth Management: Schwab