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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 Lakshmi Wealth Management LLC (swap one in):+ Executive Services, LLC $30.5M · Newport Beach, CA+ Evergreen Wealth Services $30.5M+ Just Wealth LLC $27.5M · Pittsfield, MA+ Cranston Capital Management, LLC $27.5M
Naperville, IL
Assets under management$29M$30.5M$30.5M
Asset growth, last 2 years–––
Advisory staff111
Individual clients191010
Assets per client$1.5M$3M$3M
Clients per advisor191010
Main custodian–––
Filing with the SEC since202420262026
Tools in their stack––2
People on Advicer.bio111

From each firm's latest Form ADV (May 2024, Oct 2026, Aug 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

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.

ToolLakshmi Wealth Management LLCEsh Wealth Management LLCAmplio Wealth
Custodial Platform
Charles Schwab––Uses it
Website Builders
Squarespace––Uses it