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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):+ Butler Financial Services $154.7M · Denver, CO+ Elevage Partners, LLC $154.6M · Reno, NV+ Coombs Wealth Advisory, LLC $139.6M · Blue Bell, PA+ Boyd Financial Strategies, Inc. $139.6M · Auburn, MA
Erie, PA
Dayton, OH
Assets under management$147M$154.6M$139.7M
Asset growth, last 2 years+66%–+9%
Advisory staff412
Individual clients8639123
Assets per client$1.7M$4M$1.1M
Clients per advisor223962
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, Aug 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, LLCMonetary Solutions, LTD.
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Elite Life Management LLC: Schwab · Capital Achievements, LLC: Schwab · Monetary Solutions, LTD.: Schwab