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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):+ Kensington Financial Group, Inc. $169.5M · Winston-Salem, NC+ 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
Assets under management$161.2M$169.4M$169.6M
Asset growth, last 2 years+38%–+16%
Advisory staff462
Individual clients288170110
Assets per client$560K$997K$1.5M
Clients per advisor722855
Main custodianSchwab–Schwab
Filing with the SEC since202320262023
Tools in their stack234
People on Advicer.bio472

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

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 FinancialStonekeep Investments, LLC
Custodial Platform
Altruist––Uses it
Charles SchwabUses it––
Schedule Apps
Acuity Scheduling––Uses it
Calendly–Uses it–
Financial Planning
eMoney–Uses itUses it
Planning Light
AdvyzonUses it––
Website Builders
Squarespace–Uses itUses it

Custodians on Form ADV: Laguna Wealth Advisors, LLC: Schwab · Avise Financial: none listed · Stonekeep Investments, LLC: Schwab, Altruist, My529