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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 Layari Financial (swap one in):+ Onitus Capital, LLC $9.6M · Newport Beach, CA+ Kilimanjaro Capital, LLC $9.6M · Manhattan Beach, CA+ Wms Financial Services $8.6M · Anaheim Hills, CA+ Xel $8.5M · Ontario, CA
Brea, CA
Chino Hills, CA
Sherman Oaks, CA
Assets under management$9.1M$9.6M$8.5M
Asset growth, last 2 years––+105%
Advisory staff111
Individual clients464012
Assets per client$198K$241K$710K
Clients per advisor464012
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack7–1
People on Advicer.bio11–

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

ToolLayari FinancialBright Legacy LLCKb Private Wealth Management Group
Custodial Platform
AltruistUses it––
Charles SchwabUses it––
Cash Management/Budgeting
MonarchUses it––
Client Texting
CurrentClientUses it––
CRM
Slant (Slant CRM)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it–Uses it

Custodians on Form ADV: Layari Financial: none listed · Bright Legacy LLC: none listed · Kb Private Wealth Management Group: Schwab