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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 Lakeside Advisors Inc (swap one in):+ Plan A Wealth, LLC $433.8M · Lincoln, NE+ Greenbridge Partners LLC $433.1M · Lakeland, FL+ Siebert Advisornxt, LLC. $391.5M · New York, NY+ Moon Capital Management, LLC $391.5M · Knoxville, TN
Seattle, WA
Atlanta, GA
Canonsburg, PA
Assets under management$412.2M$433.3M$433.5M
Asset growth, last 2 years+10%−24%+4%
Advisory staff434
Individual clients207176199
Assets per client$2M$2.5M$2.2M
Clients per advisor525950
Main custodianPershingSchwabSchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack––3
People on Advicer.bio334

From each firm's latest Form ADV (Apr 2026, Aug 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.

ToolLakeside Advisors IncWaypoint Wealth Counsel LLCSantori & Peters
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Lakeside Advisors Inc: Pershing · Waypoint Wealth Counsel LLC: Schwab · Santori & Peters: Schwab