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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):+ Baring Financial LLC $210.3M · Bellingham, WA+ Mark Gillam Enterprises $210.3M · Fair Oaks, CA+ Cove Wealth Management $190.1M · Houston, TX+ Three Sixty Wealth Management, LLC $190.1M · Bloomington, IL
Bloomington, IN
Independence, OH
Lake Forest Park, WA
Assets under management$200.2M$210.3M$210.3M
Asset growth, last 2 years+43%+64%+84%
Advisory staff254
Individual clients82379150
Assets per client$2.4M$555K$1.4M
Clients per advisor417638
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220242012 or earlier
Tools in their stack143
People on Advicer.bio254

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

ToolLaughlin Financial LLCIndependence Wealth Advisors, LLCSmart Portfolios, LLC
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)––Uses it
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Orion–Uses itUses 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 · Smart Portfolios, LLC: Schwab, TIAA-Cref Individual & Institutional Services, LLC