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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 Chlastawa, Allan F. (swap one in):+ Lifeline Financial, LLC $70.7M · Wethersfield, CT+ Ataraxis Advisors LLC $70.6M · Lansing, MI+ Crosswalk Investment Advisory, Inc. $63.9M · Strasburg, PA+ Otg Asset Management, LTD. $63.8M · La Paz
Newport Beach, CA
Assets under management$67.2M$70.6M$63.9M
Asset growth, last 2 years+29%––
Advisory staff111
Individual clients701745
Assets per client$961K$4.2M$1.4M
Clients per advisor701745
Main custodianSchwab––
Filing with the SEC since201820262026
Tools in their stack–––
People on Advicer.bio–11

From each firm's latest Form ADV (Mar 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: Chlastawa, Allan F.: Schwab · Westerly Investments, Inc.: none listed · Scenic Wealth Management, LLC: none listed