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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 Laughlin Financial LLC (swap one in):+ Mark Gillam Enterprises $210.3M · Fair Oaks, CA+ Smart Portfolios, LLC $210.3M · Lake Forest Park, WA+ Cove Wealth Management $190.1M · Houston, TX+ Three Sixty Wealth Management, LLC $190.1M · Bloomington, IL
Bloomington, IN
Independence, OH
Bellingham, WA
Assets under management$200.2M$210.3M$210.3M
Asset growth, last 2 years+43%+64%+91%
Advisory staff252
Individual clients82379483
Assets per client$2.4M$555K$435K
Clients per advisor4176242
Main custodianSchwabSchwabPershing
Filing with the SEC since202220242021
Tools in their stack14–
People on Advicer.bio252

From each firm's latest Form ADV (Oct 2026, Jun 2026, Feb 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.

ToolLaughlin Financial LLCIndependence Wealth Advisors, LLCBaring Financial LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Laughlin Financial LLC: Schwab, Ascensus Broker Dealer Services, LLC · Independence Wealth Advisors, LLC: Schwab · Baring Financial LLC: Pershing, Schwab