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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
Alexandria, VA
Assets under management$54.3M$57.4M$57M
Asset growth, last 2 years–––
Advisory staff121
Individual clients233135
Assets per client$2.4M$1.9M$1.6M
Clients per advisor231635
Main custodian–Schwab–
Filing with the SEC since202620242026
Tools in their stack318
People on Advicer.bio121

From each firm's latest Form ADV (Mar 2026, Sep 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 LLCRenew Wealth Management LLC
Custodial Platform
Charles SchwabUses it–Uses it
Altruist––Uses it
Client Data Gathering
PreciseFP––Uses it
Digital Marketing
Levitate––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
AdvyzonUses it–Uses it
Schedule Apps
CalendlyUses it–Uses it
Tax Planning
Wealth.com––Uses it
Website Builders
Wix–Uses it–

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