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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):+ Simplified Wealth Management $225.5M · Hattiesburg, MS+ Miller Wealth Advisors, LLC $225.5M+ Moler Capital Management $203.8M+ Up North Financial, LLC $203.8M · Traverse City, MI
Vancouver, WA
Tampa, FL
Assets under management$214.6M$225.4M$225.4M
Asset growth, last 2 years+119%+88%+84%
Advisory staff212
Individual clients10255227
Assets per client$2.1M$4.1M$993K
Clients per advisor5155114
Main custodianSchwabSchwabFidelity
Filing with the SEC since202120212012 or earlier
Tools in their stack–15
People on Advicer.bio212

From each firm's latest Form ADV (Jan 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.

ToolUta LLCThe Tenret Company, LLCPrincipium Investments LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Uta LLC: Schwab · The Tenret Company, LLC: Schwab · Principium Investments LLC: Fidelity