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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 Insight Financial (swap one in):+ Nest Egg Financial Advisors $37.2M+ Next Phase Advisors $37.2M · Cullman, AL+ Lighthouse Financial & Consulting Services, LLC $33.6M · Springfield, IL+ Optimum Capital Strategies $33.5M · Beaverton, OR
Tigard, OR
Oakbrook Terrace, IL
Tucson, AZ
Assets under management$35.4M$37.2M$33.6M
Asset growth, last 2 years––−10%
Advisory staff232
Individual clients4011882
Assets per client$885K$315K$410K
Clients per advisor203941
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–2–
People on Advicer.bio231

From each firm's latest Form ADV (Mar 2026, Sep 2026, Mar 2019). 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.

ToolInsight FinancialSc Wealth AdvisorsHawtree Advisory Group, LLC
Risk Tolerance
Tolerisk–Uses it–
Schedule Apps
Calendly–Uses it–