Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Bridgelight Capital LLC (swap one in):+ White Oak Financial Management, Inc $143.5M · Asheville, NC+ Martinsen Wealth Management $143.2M · Tempe, AZ+ Castellano & Associates $129.5M · Shreveport, LA+ Burnham & Company LLC $129.5M · Grand Rapids, MI
Scottsdale, AZ
Palo Alto, CA
Assets under management$136.4M$143.5M$143.6M
Asset growth, last 2 years−2%+36%+23%
Advisory staff341
Individual clients1733840
Assets per client$788K$3.8M$3.6M
Clients per advisor581040
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20222024
Tools in their stack–12
People on Advicer.bio342

From each firm's latest Form ADV (Mar 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.

ToolBridgelight Capital LLCMayfield Advisors, Inc.Servant Financial, LTD.
Advisor Data Warehousing
BridgeFT––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Bridgelight Capital LLC: Schwab, Pershing · Mayfield Advisors, Inc.: Schwab, Fidelity · Servant Financial, LTD.: Fidelity