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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 Auxi Asset Management, LLC (swap one in):+ Lucent Wealth Planning, LLC $102.6M · Santa Barbara, CA+ Stillwater Capital Management $102.5M · Carmel-By-The-Sea, CA+ Strava Financial, LLC $92.4M · Westlake Village, CA+ Murphy Investment Advisors, Inc. $92M · Pasadena, CA
Danville, CA
Brea, CA
Irvine, CA
Assets under management$97.3M$102.4M$102.3M
Asset growth, last 2 years–+234%+3%
Advisory staff2213
Individual clients58126331
Assets per client$1.7M$812K$309K
Clients per advisor296325
Main custodian–––
Filing with the SEC since20262012 or earlier2019
Tools in their stack–2–
People on Advicer.bio2219

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

ToolAuxi Asset Management, LLCAnchor Financial GroupCapital Synergy Partners
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
Calendly–Uses it–