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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 Flight Capital Management, LLC (swap one in):+ Jkm Wealth Management Inc $44.6M · Boca Raton, FL+ Qualified Planning $44.6M · San Diego, CA+ Partners Capital, LLC $40.3M · Franklin, TN+ Covered Bridge Financial LLC $40.3M
Takoma Park, MD
Oklahoma City, OK
Assets under management$42.5M$44.6M$44.7M
Asset growth, last 2 years+17%––
Advisory staff122
Individual clients3529422
Assets per client$1.2M$1.5M$106K
Clients per advisor3515211
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–3–
People on Advicer.bio122

From each firm's latest Form ADV (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

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.

ToolFlight Capital Management, LLCLifetime FinancialA-Team Financial Investments
Risk Tolerance
DataPoints–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–