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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+ Retirement Planning Solutions, LLC $51.5M+ Launch Wealth $51.5M · Hays, KS
Hinsdale, IL
Chicago, IL
Assets under management$54.3M$57.4M$51.5M
Asset growth, last 2 years–––
Advisory staff121
Individual clients2331114
Assets per client$2.4M$1.9M$452K
Clients per advisor2316114
Main custodian–Schwab–
Filing with the SEC since202620242026
Tools in their stack319
People on Advicer.bio121

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 LLCWeiser Financial Planning LLC
Financial Planning
FinDash––Uses it
RightCapital (Right Capital)––Uses it
Website Builders
Squarespace––Uses it
Wix–Uses it–
Advice Engagement
fpPathfinder––Uses it
Advisor Lead Gen
Fee-Only Network––Uses it
Advisory Fee Billing
AdvicePay––Uses it
Custodial Platform
Charles SchwabUses it–Uses it
Estate Planning
Trust & Will––Uses it
Health Insurance Planning
Healthpilot––Uses it
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Daybreak Wealth, LLC: none listed · Sankota Capital LLC: Schwab · Weiser Financial Planning LLC: none listed