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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):+ Strata Wealth Advisors, LLC $886.1M · Dallas, TX+ Cfm Wealth Partners LLC $885.8M · Austin, TX+ Psi Advisors, LLC $800.9M · Tampa, FL+ Eagle Rock Investment Company, LLC $786.7M · Atlanta, GA
Atlanta, GA
Ligonier, PA
Atlanta, GA
Assets under management$843.3M$885.9M$799.8M
Asset growth, last 2 years+133%+54%+21%
Advisory staff3411
Individual clients229215359
Assets per client$3.7M$4.1M$2.2M
Clients per advisor765433
Main custodianSchwabSchwabFidelity
Filing with the SEC since20172012 or earlier2019
Tools in their stack122
People on Advicer.bio5510

From each firm's latest Form ADV (Oct 2026, Feb 2026, Apr 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.Veracity Capital LLC
CRM
SS&C Black DiamondUses it–Uses it
Envestnet Tamarac–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Schedule Apps
Calendly––Uses it

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