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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+ Arlington Financial Advisors, LLC $1.24B · Santa Barbara, CA+ The Pacific Center for Financial Services $1.1B · Danville, CA+ Wescap Group $1.09B · Glendale, CA
Los Angeles, CA
Redlands, CA
San Ramon, CA
Assets under management$1.16B$1.23B$1.22B
Asset growth, last 2 years+16%+45%+44%
Advisory staff986
Individual clients1,0541,935584
Assets per client$1.1M$638K$2.1M
Clients per advisor11724297
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since2012 or earlier20192018
Tools in their stack134
People on Advicer.bio11119

From each firm's latest Form ADV (Sep 2026, Jul 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 WealthInsight Wealth Strategies, LLC
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)–Uses it–
Wealthscape (Fidelity)––Uses it
Digital Marketing
MailchimpUses it––
Financial Planning
eMoney–Uses itUses it
Portfolio Management
Orion–Uses itUses it

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