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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):+ Lighthouse Financial $755.6M · Saint Petersburg, FL+ Total Clarity Wealth Management, Inc $755.4M · St. Charles, IL+ Financial Strategies Group, Inc $677.4M · Okemos, MI+ Lifecycle Financial Planners Inc. $671.7M · Bloomfield Hills, MI
Novi, MI
Chico, CA
Prior Lake, MN
Assets under management$716M$752.6M$752.2M
Asset growth, last 2 years+22%+78%+37%
Advisory staff837
Individual clients499627229
Assets per client$1.4M$1.2M$3.3M
Clients per advisor6220933
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20162012 or earlier
Tools in their stack–21
People on Advicer.bio533

From each firm's latest Form ADV (Oct 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.

ToolAltrius Capital Management, Inc.Sweeney & Michel, LLCNavpoint Financial, Inc.
Email & Office Suites
Microsoft 365–Uses it–
Planning Light
Advyzon––Uses it
Website Builders
Squarespace–Uses it–

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