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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 Finomenon Investments LLC (swap one in):+ Lifelong Investment Management Services LLC $3.3M+ Grail Capital LLC $3.3M+ Fealty Group LLC $3M+ Yayati Asset Management, LLC $3M · Newport Beach, CA
Palmdale, CA
Assets under management$3.1M$3.3M$3M
Asset growth, last 2 years–––
Advisory staff211
Individual clients163313
Assets per client$195K$99K$228K
Clients per advisor83313
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack3––
People on Advicer.bio211

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

ToolFinomenon Investments LLC133 LegacyNeya Capital
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––