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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):+ Waterrock Global Asset Management $73.1M · Bellevue, WA+ Lanes Wealth Management LLC $73M · Irvine, CA+ Komorebi Global $66M+ Venturemfo LLC $65.8M · Boca Raton, FL
Saint Petersburg, FL
Palm Beach Gardens, FL
Winter Park, FL
Assets under management$69.5M$73.2M$73.1M
Asset growth, last 2 years––+19%
Advisory staff112
Individual clients26212729
Assets per client$265K$576K$2.5M
Clients per advisor26212715
Main custodian––U.S. Bank
Filing with the SEC since202620262013
Tools in their stack–––
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

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

Custodians on Form ADV: Client Focused Financial: none listed · Retirement Income Strategies Inc.: none listed · Lyons Investment Management: U.S. Bank