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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 Inlight Wealth (swap one in):+ Westside Investment Management, LLC $888.8M · Santa Monica, CA+ Cfm Wealth Partners LLC $885.8M · Austin, TX+ Veracity Capital LLC $799.8M · Atlanta, GA+ Eagle Rock Investment Company, LLC $786.7M · Atlanta, GA
Atlanta, GA
Ligonier, PA
Dallas, TX
Assets under management$843.3M$885.9M$886.1M
Asset growth, last 2 years+133%+54%+11%
Advisory staff349
Individual clients229215227
Assets per client$3.7M$4.1M$3.9M
Clients per advisor765425
Main custodianSchwabSchwabFidelity
Filing with the SEC since20172012 or earlier2017
Tools in their stack122
People on Advicer.bio5511

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

ToolInlight WealthCovington Investment Advisors, Inc.Strata Wealth Advisors, LLC
CRM
Envestnet Tamarac–Uses it–
SS&C Black DiamondUses it––
Custodial Platform
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Inlight Wealth: Schwab · Covington Investment Advisors, Inc.: Schwab · Strata Wealth Advisors, LLC: Fidelity