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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 Banta Asset Management LP (swap one in):+ Brooker Wealth Management $136.4M · Oakland, CA+ Light Capital LLC $135.3M · Santa Monica, CA+ Matrix Planning Inc $121.4M · Santa Monica, CA+ Life Strategies, Inc. $121.2M · Cardiff, CA
Newport Beach, CA
Santa Barbara, CA
Downers Grove, IL
Assets under management$128.7M$135.9M$122.2M
Asset growth, last 2 years+32%+29%+4%
Advisory staff333
Individual clients117112240
Assets per client$1.1M$1.2M$509K
Clients per advisor393780
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack12–
People on Advicer.bio324

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

ToolBanta Asset Management LP15 EquityArbor Financial Services, LLC
Client File Sharing
DropboxUses it––
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses it–

Custodians on Form ADV: Banta Asset Management LP: Schwab · 15 Equity: Schwab · Arbor Financial Services, LLC: LPL Financial