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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 Lake Highlands Capital Management (swap one in):+ Jackson Financial Services LLC $909K · Dallas, TX+ Openhanded Wealth LLC $854K+ Zuwa Financial LLC $740K · Lewisville, TX+ Jpl Wealth Management $720K · Dripping Springs, TX
Dallas, TX
Round Rock, TX
Austin, TX
Assets under management$810K$901K$889K
Asset growth, last 2 years–––
Advisory staff113
Individual clients–69,394
Assets per client–$150K$94.58292527144987
Clients per advisor–63,131
Main custodian–––
Filing with the SEC since202120252022
Tools in their stack––1
People on Advicer.bio11–

From each firm's latest Form ADV (Jan 2021, Dec 2025, 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.

ToolLake Highlands Capital ManagementInked InvestmentsFundify Advisors LLC
Website Builders
Webflow––Uses it