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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 Up North Financial, LLC (swap one in):+ Sage Hill Capital $214.3M · Ann Arbor, MI+ Objective Capital Management, LLC $214.2M · Fairlawn, OH+ Sandia Wealth Management, LLC $193.5M · Albuquerque, NM+ Cig Asset Management, Inc. $192.5M · Southfield, MI
Traverse City, MI
Brighton, MI
Boca Raton, FL
Assets under management$203.8M$214.9M$193.5M
Asset growth, last 2 years+23%+50%+85%
Advisory staff2254
Individual clients337602112
Assets per client$605K$357K$1.7M
Clients per advisor1692428
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20172022
Tools in their stack––3
People on Advicer.bio2244

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

ToolUp North Financial, LLCSimplyria Advisor NetworkOne Wealth Investors
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Up North Financial, LLC: Fidelity · Simplyria Advisor Network: Schwab · One Wealth Investors: Schwab, J.P. Morgan