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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):+ Arlington Financial Advisors, LLC $1.24B · Santa Barbara, 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
Mill Valley, CA
Assets under management$1.16B$1.23B$1.24B
Asset growth, last 2 years+16%+45%+142%
Advisory staff982
Individual clients1,0541,93555
Assets per client$1.1M$638K$22.5M
Clients per advisor11724228
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20192014
Tools in their stack132
People on Advicer.bio11112

From each firm's latest Form ADV (Sep 2026, Jul 2026, Jun 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 WealthSivia Capital Partners, LLC
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Digital Marketing
MailchimpUses it––
Financial Planning
eMoney–Uses itUses it
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion–Uses it–

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