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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 L & S Advisors, Inc (swap one in):+ Sivia Capital Partners, LLC $1.24B · Mill Valley, CA+ Insight Wealth Strategies, LLC $1.22B · San Ramon, CA+ The Pacific Center for Financial Services $1.1B · Danville, CA+ Wescap Group $1.09B · Glendale, CA
Los Angeles, CA
Redlands, CA
Santa Barbara, CA
Assets under management$1.16B$1.23B$1.24B
Asset growth, last 2 years+16%+45%+67%
Advisory staff988
Individual clients1,0541,935595
Assets per client$1.1M$638K$2.1M
Clients per advisor11724274
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20192016
Tools in their stack131
People on Advicer.bio11118

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

ToolL & S Advisors, IncKwb WealthArlington Financial Advisors, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Digital Marketing
MailchimpUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: L & S Advisors, Inc: Schwab, Fidelity, Wells Fargo · Kwb Wealth: LPL Financial · Arlington Financial Advisors, LLC: Schwab