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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 3summit Investment Management, LLC (swap one in):+ Lighthouse Investment Advisors, Inc. $32.9M+ Theory Planning Partners $32.9M+ Fischer Wealth Advisors, LLC $29.7M+ Dunn Financial Advisors, LLC $29.7M
Vienna, VA
New Braunfels, TX
Assets under management$31.3M$32.9M$32.9M
Asset growth, last 2 years–––
Advisory staff321
Individual clients525741
Assets per client$602K$577K$802K
Clients per advisor172941
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack153
People on Advicer.bio321

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

Tool3summit Investment Management, LLCCelaya Wealth ManagementComal Wealth Management
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers–Uses it–
SEI––Uses it
Financial Planning
RightCapital (Right Capital)–Uses itUses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses itUses it
Website Builders
WixUses it––