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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 Hoxton Wealth (swap one in):+ Lincoln Capital, LLC $844.8M · Lincoln, NE+ Lighthouse Wealth Strategies, LLC $844.4M · Gig Harbor, WA+ Jeppson Wealth Management, LLC $763.2M · Manhattan Beach, CA+ Lighthouse Financial $755.6M · Saint Petersburg, FL
Orlando, FL
Rancho Santa Fe, CA
Boise, ID
Assets under management$803.5M$844M$843.9M
Asset growth, last 2 years+146%+28%+68%
Advisory staff34118
Individual clients1,378832273
Assets per client$583K$1M$3.1M
Clients per advisor417634
Main custodianRl360 Insurance Company LimitedSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack1–1
People on Advicer.bio20118

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

ToolHoxton WealthAmerican Money Management, LLCPerspective Wealth Partners, LLC
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Hoxton Wealth: Rl360 Insurance Company Limited, Novia Global Limited, Interactive Brokers · American Money Management, LLC: Schwab · Perspective Wealth Partners, LLC: Schwab, Fidelity