Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Siebert Advisornxt, LLC. $391.5M · New York, NY+ Moon Capital Management, LLC $391.5M · Knoxville, TN
Seattle, WA
Atlanta, GA
Toms River, NJ
Assets under management$412.2M$433.3M$391.3M
Asset growth, last 2 years+10%−24%+36%
Advisory staff435
Individual clients2071761,111
Assets per client$2M$2.5M$352K
Clients per advisor5259222
Main custodianPershingSchwabFidelity
Filing with the SEC since2012 or earlier20172019
Tools in their stack––1
People on Advicer.bio335

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 LLCWealth Quarterback LLC
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Lakeside Advisors Inc: Pershing · Waypoint Wealth Counsel LLC: Schwab · Wealth Quarterback LLC: Fidelity