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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 Heights LLC (swap one in):+ Sterling Retirement Group of Sacramento $253M · Roseville, CA+ Winters Financial Group, Inc. $252.3M · Westlake Village, CA+ Gilpin Wealth Management LLC $227.2M · Golden, CO+ D'arcy Capital Management, LLC $225.6M · San Diego, CA
Los Angeles, CA
Westlake Village, CA
Irvine, CA
Assets under management$239.2M$251.9M$251.7M
Asset growth, last 2 years+57%+63%+10%
Advisory staff256
Individual clients11418137
Assets per client$21.7M$603K$1.8M
Clients per advisor68423
Main custodian–SchwabSchwab
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack–4–
People on Advicer.bio144

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

ToolHeights LLCFischer Investment Strategies, LLCAdvanced Financial Strategies Inc
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Heights LLC: none listed · Fischer Investment Strategies, LLC: Schwab · Advanced Financial Strategies Inc: Schwab