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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 Altrius Capital Management, Inc. (swap one in):+ Total Clarity Wealth Management, Inc $755.4M · St. Charles, IL+ Navpoint Financial, Inc. $752.2M · Prior Lake, MN+ Financial Strategies Group, Inc $677.4M · Okemos, MI+ Lifecycle Financial Planners Inc. $671.7M · Bloomfield Hills, MI
Novi, MI
Chico, CA
Saint Petersburg, FL
Assets under management$716M$752.6M$755.6M
Asset growth, last 2 years+22%+78%+54%
Advisory staff831
Individual clients499627132
Assets per client$1.4M$1.2M$5.7M
Clients per advisor62209132
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20162023
Tools in their stack–24
People on Advicer.bio531

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

ToolAltrius Capital Management, Inc.Sweeney & Michel, LLCLighthouse Financial
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365–Uses it–
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Altrius Capital Management, Inc.: Schwab · Sweeney & Michel, LLC: Fidelity · Lighthouse Financial: Schwab