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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 Lavelle Capital (swap one in):+ Triagen Wealth Management LLC $535.2M · Calabasas, CA+ Affiliated Private Investors LLC $533.7M · West Palm Beach, FL+ Trellis Wealth Advisors, LLC $479.8M · San Luis Obispo, CA+ Elmwood Wealth Management $477.9M · Berkeley, CA
San Francisco, CA
Pasadena, CA
Sacramento, CA
Assets under management$508.2M$540.1M$479.8M
Asset growth, last 2 years+90%+23%+103%
Advisory staff222
Individual clients747840
Assets per client$6.9M$6.9M$12M
Clients per advisor373920
Main custodianSchwabU.S. BankSchwab
Filing with the SEC since20212012 or earlier2018
Tools in their stack2––
People on Advicer.bio222

From each firm's latest Form ADV (Sep 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.

ToolLavelle CapitalLk&A Investment CounselAdams Ashby Financial Advisors
AI Assistants/Agents
MoxoUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Lavelle Capital: Schwab, Goldman Sachs · Lk&A Investment Counsel: U.S. Bank, Schwab, Midfirst Bank · Adams Ashby Financial Advisors: Schwab