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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):+ Santori & Peters $433.5M · Canonsburg, PA+ Greenbridge Partners LLC $433.1M · Lakeland, FL+ Moon Capital Management, LLC $391.5M · Knoxville, TN+ Wealth Quarterback LLC $391.3M · Toms River, NJ
Seattle, WA
Atlanta, GA
New York, NY
Assets under management$412.2M$433.3M$391.5M
Asset growth, last 2 years+10%−24%+84%
Advisory staff4332
Individual clients207176973
Assets per client$2M$2.5M$402K
Clients per advisor525930
Main custodianPershingSchwab–
Filing with the SEC since2012 or earlier20172017
Tools in their stack––3
People on Advicer.bio3341

From each firm's latest Form ADV (Apr 2026, Aug 2026, Sep 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 LLCSiebert Advisornxt, LLC.
CRM
HubSpot––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Lakeside Advisors Inc: Pershing · Waypoint Wealth Counsel LLC: Schwab · Siebert Advisornxt, LLC.: none listed