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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 Laguna Wealth Advisors, LLC (swap one in):+ Stonekeep Investments, LLC $169.6M+ Cedar Spring Advisors, LLC $169.4M+ Aventine Financial Group $153.1M · Doylestown, PA+ Financial Legacy Management, Nc. $153.1M · Little Rock, AR
Los Angeles, CA
Winston-Salem, NC
Assets under management$161.2M$169.4M$169.5M
Asset growth, last 2 years+38%–+37%
Advisory staff462
Individual clients288170763
Assets per client$560K$997K$222K
Clients per advisor7228382
Main custodianSchwab–Interactive Brokers
Filing with the SEC since202320262012 or earlier
Tools in their stack23–
People on Advicer.bio472

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

ToolLaguna Wealth Advisors, LLCAvise FinancialKensington Financial Group, Inc.
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney–Uses it–
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Laguna Wealth Advisors, LLC: Schwab · Avise Financial: none listed · Kensington Financial Group, Inc.: Interactive Brokers