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.

Developing Financial
La Loma Capital
Pinestar Capital Advisors LLC

Similar in size to Developing Financial (swap one in):+ I-Cthru Inc. $1.9M + Companions on Your Journey $1.9M + Creative Retirement Planning, Inc. $1.7M · Sequim, WA + Dentvest LLC $1.7M

	Developing Financial	La Loma Capital	Pinestar Capital Advisors LLC
Assets under management	$1.8M	$1.9M	$1.7M
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	22	2	6
Assets per client	$82K	$949K	$284K
Clients per advisor	22	2	6
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	2	–	1
People on Advicer.bio	1	1	1

From each firm's latest Form ADV (Feb 2026, Oct 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.