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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+ Matriarch Wealth Management, LLC $267.3M
Clearwater, FL
Tampa, FL
Winter Park, FL
Assets under management$281.5M$297.1M$265.3M
Asset growth, last 2 years+17%+75%+17%
Advisory staff355
Individual clients204207138
Assets per client$1.4M$1.4M$1.9M
Clients per advisor684128
Main custodianInteractive BrokersLPL FinancialSchwab
Filing with the SEC since2012 or earlier20212012 or earlier
Tools in their stack3–2
People on Advicer.bio343

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.

ToolSuccessful Portfolios LLCOpinicusSpraker West Wealth Management, Inc
Custodial Platform
Charles SchwabUses it–Uses it
Interactive BrokersUses it––
CRM
Envestnet Tamarac––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Successful Portfolios LLC: Interactive Brokers, Schwab · Opinicus: LPL Financial · Spraker West Wealth Management, Inc: Schwab