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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 Financial Planning, LLC (swap one in):+ L & M Wealth Management and Retirement Solutions, LLC $67.2M · Oklahoma City, OK+ Seva Funds, LLC $67.2M+ Edgemont Investment Management, LLC $60.8M+ Hillcrest Holdings, LLC $60.7M
Assets under management$64M$67.2M$67.2M
Asset growth, last 2 years––+39%
Advisory staff122
Individual clients628799
Assets per client$1M$772K$679K
Clients per advisor624450
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack41–
People on Advicer.bio122

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

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 Financial Planning, LLCChange Wealth AdvisorsHeaphy Investments, LLC
Custodial Platform
AltruistUses it––
Charles Schwab–Uses it–
Client File Sharing
ShareFileUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Schedule Apps
CalendlyUses it––