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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 Daybreak Wealth, LLC (swap one in):+ Silver Lake Advisors, LLC $57M+ Ellija Capital Management, LLC $57M+ Weiser Financial Planning LLC $51.5M+ Retirement Planning Solutions, LLC $51.5M
Hinsdale, IL
Chicago, IL
Hays, KS
Assets under management$54.3M$57.4M$51.5M
Asset growth, last 2 years–––
Advisory staff122
Individual clients2331164
Assets per client$2.4M$1.9M$314K
Clients per advisor231682
Main custodian–Schwab–
Filing with the SEC since202620242026
Tools in their stack313
People on Advicer.bio122

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jan 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.

ToolDaybreak Wealth, LLCSankota Capital LLCLaunch Wealth
Custodial Platform
Altruist––Uses it
Charles SchwabUses it––
Client Texting
CurrentClient––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses itUses it

Custodians on Form ADV: Daybreak Wealth, LLC: none listed · Sankota Capital LLC: Schwab · Launch Wealth: none listed