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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 Agular Asset Management LLC (swap one in):+ Lifestyle Financial Strategies, LLC $24.8M · Middletown, CT+ Rh Knapp & Co. $24.8M+ Riverside Financial Advisors LLC $22.4M · Pittsburgh, PA+ Harris and Harris Wealth Management Group, LLC $22.4M
Elizabethtown, PA
Assets under management$23.6M$24.8M$24.8M
Asset growth, last 2 years–+1,060%–
Advisory staff131
Individual clients97670
Assets per client$2.6M$326K$354K
Clients per advisor92570
Main custodian–Schwab–
Filing with the SEC since202620212026
Tools in their stack–1–
People on Advicer.bio141

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

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.

ToolAgular Asset Management LLCKala CapitalWatchtower Wealth Management, Inc.
Website Builders
Wix–Uses it–

Custodians on Form ADV: Agular Asset Management LLC: none listed · Kala Capital: Schwab · Watchtower Wealth Management, Inc.: none listed