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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):+ Renew Wealth Management LLC $57M · Alexandria, VA+ Ellija Capital Management, LLC $57M+ Weiser Financial Planning LLC $51.5M+ Retirement Planning Solutions, LLC $51.5M
Hinsdale, IL
Chicago, IL
Assets under management$54.3M$57.4M$57M
Asset growth, last 2 years–––
Advisory staff121
Individual clients233126
Assets per client$2.4M$1.9M$2.2M
Clients per advisor231626
Main custodian–Schwab–
Filing with the SEC since202620242026
Tools in their stack31–
People on Advicer.bio121

From each firm's latest Form ADV (Mar 2026, Sep 2026, May 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 LLCSilver Lake Advisors, LLC
Custodial Platform
Charles SchwabUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Daybreak Wealth, LLC: none listed · Sankota Capital LLC: Schwab · Silver Lake Advisors, LLC: none listed