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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 Barr Financial Services, LLC (swap one in):+ Lighthouse Retirement $284.6M · Ponte Vedra, FL+ Oaktree Advisors LLC $282.8M · Coopersburg, PA+ Delaware Wealth Planners $255.6M · Wilmington, DE+ Blacktower Financial Management (US) LLC $254.4M · Orlando, FL
Winter Park, FL
Bradenton, FL
Jacksonville, FL
Assets under management$269.2M$284.1M$282.9M
Asset growth, last 2 years+34%+11%+90%
Advisory staff224
Individual clients2531851,236
Assets per client$1.1M$1.5M$229K
Clients per advisor12793309
Main custodianSEISchwabSEI
Filing with the SEC since2012 or earlier2012 or earlier2023
Tools in their stack–––
People on Advicer.bio224

From each firm's latest Form ADV (May 2026, Mar 2026, Aug 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Barr Financial Services, LLC: SEI · Peninsula Asset Management Inc: Schwab · Covingtonalsina: SEI