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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+ Capital Synergy Partners $102.3M · Irvine, CA+ Strava Financial, LLC $92.4M · Westlake Village, CA+ Murphy Investment Advisors, Inc. $92M · Pasadena, CA
Danville, CA
Brea, CA
Carmel-By-The-Sea, CA
Assets under management$97.3M$102.4M$102.5M
Asset growth, last 2 years–+234%+1,566%
Advisory staff222
Individual clients58126116
Assets per client$1.7M$812K$883K
Clients per advisor296358
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2021
Tools in their stack–22
People on Advicer.bio223

From each firm's latest Form ADV (Mar 2026, Feb 2026, Jul 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 GroupStillwater Capital Management
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Auxi Asset Management, LLC: none listed · Anchor Financial Group: none listed · Stillwater Capital Management: Schwab