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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 Elite Life Management LLC (swap one in):+ Lake Avenue Financial LLC $154.7M · Pasadena, CA+ Elevage Partners, LLC $154.6M · Reno, NV+ Monetary Solutions, LTD. $139.7M · Dayton, OH+ Coombs Wealth Advisory, LLC $139.6M · Blue Bell, PA
Erie, PA
Denver, CO
Assets under management$147M$154.6M$154.7M
Asset growth, last 2 years+66%–+26%
Advisory staff412
Individual clients863962
Assets per client$1.7M$4M$2.5M
Clients per advisor223931
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220242012 or earlier
Tools in their stack1––
People on Advicer.bio412

From each firm's latest Form ADV (Nov 2025, Jan 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.

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.

ToolElite Life Management LLCCapital Achievements, LLCButler Financial Services
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Elite Life Management LLC: Schwab · Capital Achievements, LLC: Schwab · Butler Financial Services: Schwab