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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 Arbor Wealth Advisors LLC (swap one in):+ Alti Wealth Management (US International), Inc. $690.9M · Coral Gables, FL+ Milestone Asset Management, LLC $690.7M · Pittsburgh, PA+ Lountzis Asset Management, LLC $624.1M · Wyomissing, PA+ Hill Island Financial LLC $623.8M · Grand Rapids, MI
Troy, MI
Southfield, MI
Burbank, CA
Assets under management$657.7M$692.7M$691.1M
Asset growth, last 2 years+28%+77%+47%
Advisory staff148
Individual clients66428731
Assets per client$10M$1.6M$945K
Clients per advisor6610791
Main custodianFidelitySchwabFidelity
Filing with the SEC since201320192018
Tools in their stack121
People on Advicer.bio1511

From each firm's latest Form ADV (Feb 2026, 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

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.

ToolArbor Wealth Advisors LLCSkyoak WealthLazari Capital Management, Inc.
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
Envestnet MoneyGuide–Uses it–
Portfolio Management
Orion–Uses it–
TAMP
Focus Partners Advisor SolutionsUses it––

Custodians on Form ADV: Arbor Wealth Advisors LLC: Fidelity, Schwab · Skyoak Wealth: Schwab · Lazari Capital Management, Inc.: Fidelity, John Hancock Retirement Services, Schwab