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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):+ Lazari Capital Management, Inc. $691.1M · Burbank, CA+ Alti Wealth Management (US International), Inc. $690.9M · Coral Gables, FL+ Lountzis Asset Management, LLC $624.1M · Wyomissing, PA+ Hill Island Financial LLC $623.8M · Grand Rapids, MI
Troy, MI
Southfield, MI
Pittsburgh, PA
Assets under management$657.7M$692.7M$690.7M
Asset growth, last 2 years+28%+77%+80%
Advisory staff1413
Individual clients664281,347
Assets per client$10M$1.6M$513K
Clients per advisor66107104
Main custodianFidelitySchwabSchwab
Filing with the SEC since201320192020
Tools in their stack126
People on Advicer.bio1511

From each firm's latest Form ADV (Feb 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.

ToolArbor Wealth Advisors LLCSkyoak WealthMilestone Asset Management, LLC
Financial Planning
eMoney––Uses it
Envestnet MoneyGuide–Uses it–
Client File Sharing
ShareFile––Uses it
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Planning Light
Retirement Analyzer––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 · Milestone Asset Management, LLC: Schwab