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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 Invest Smart USA, Inc. (swap one in):+ Katalgar Capital Management, LLC $47.6M+ Pacific Investment Counsel, Inc. $47.6M+ Lifestyle Planning, LLC $43M · Chandler, AZ+ Secure Investment Management, LLC $42.9M · Tucson, AZ
Scottsdale, AZ
Tucson, AZ
Chattanooga, TN
Assets under management$45.3M$47.8M$47.6M
Asset growth, last 2 years–––
Advisory staff211
Individual clients8853130
Assets per client$515K$901K$366K
Clients per advisor4453130
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack26–
People on Advicer.bio211

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

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.

ToolInvest Smart USA, Inc.Elion Financial, LLCLattice Wealth Advisors
Advisor Lead Gen
Fee-Only Network–Uses it–
Wealthtender–Uses it–
Zoe Financial–Uses it–
Custodial Platform
VanguardUses it––
Financial Planning
eMoneyUses itUses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–