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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 Equity Management Group (swap one in):+ Lifeline Financial, LLC $70.7M · Wethersfield, CT+ Ataraxis Advisors LLC $70.6M · Lansing, MI+ Crosswalk Investment Advisory, Inc. $63.9M · Strasburg, PA+ Scenic Wealth Management, LLC $63.9M
Newport Beach, CA
La Paz
Assets under management$67.3M$70.6M$63.8M
Asset growth, last 2 years––+41%
Advisory staff311
Individual clients811790
Assets per client$830K$4.2M$709K
Clients per advisor271790
Main custodian––Fidelity
Filing with the SEC since202620262020
Tools in their stack–––
People on Advicer.bio31–

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Equity Management Group: none listed · Westerly Investments, Inc.: none listed · Otg Asset Management, LTD.: Fidelity