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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 Client Focused Financial (swap one in):+ Lyons Investment Management $73.1M · Winter Park, FL+ Lanes Wealth Management LLC $73M · Irvine, CA+ Kai Advisors $66M+ Venturemfo LLC $65.8M · Boca Raton, FL
Saint Petersburg, FL
Palm Beach Gardens, FL
Assets under management$69.5M$73.2M$66M
Asset growth, last 2 years––−17%
Advisory staff111
Individual clients26212726
Assets per client$265K$576K$2.5M
Clients per advisor26212726
Main custodian––Banque Syz Sa
Filing with the SEC since202620262020
Tools in their stack––1
People on Advicer.bio111

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

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.

ToolClient Focused FinancialRetirement Income Strategies Inc.Komorebi Global
Custodial Platform
NetX360 (Pershing)––Uses it

Custodians on Form ADV: Client Focused Financial: none listed · Retirement Income Strategies Inc.: none listed · Komorebi Global: Banque Syz Sa, BNY, Pershing