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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 Uta LLC (swap one in):+ Miller Wealth Advisors, LLC $225.5M+ Principium Investments LLC $225.4M+ Up North Financial, LLC $203.8M · Traverse City, MI+ Rochester Wealth Strategies, LLC $203.6M · Rochester, MI
Vancouver, WA
Tampa, FL
Assets under management$214.6M$225.4M$203.8M
Asset growth, last 2 years+119%+88%+28%
Advisory staff212
Individual clients1025587
Assets per client$2.1M$4.1M$2.3M
Clients per advisor515544
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120212012 or earlier
Tools in their stack–1–
People on Advicer.bio212

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

ToolUta LLCThe Tenret Company, LLCMoler Capital Management
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Uta LLC: Schwab · The Tenret Company, LLC: Schwab · Moler Capital Management: Schwab