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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 Guardian Financial, Inc. (swap one in):+ Lighthouse Financial, LLC $99.3M+ Great Oak Wealth Management, Inc $99.3M+ Pathfinder Financial Services, LLC $89.7M+ Wingstem Wealth, LLC $89.7M · West Columbia, SC
Bentonville, AR
North Little Rock, AR
Moraga, CA
Assets under management$94.5M$100.1M$99.3M
Asset growth, last 2 years––+121%
Advisory staff151
Individual clients285381227
Assets per client$332K$263K$437K
Clients per advisor28576227
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack3––
People on Advicer.bio161

From each firm's latest Form ADV (Jul 2026, Aug 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.

ToolGuardian Financial, Inc.Lukas Total WealthGaskin Wealth Management
Client File Sharing
BoxUses it––
Custodial Platform
Charles SchwabUses it––
Schedule Apps
CalendlyUses it––