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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 Lazari Capital Management, Inc. (swap one in):+ Mission Creek Capital Partners, Inc. $741.6M · San Francisco, CA+ Great Point Wealth Advisors, LLC $725.8M · Boston, MA+ Warren Street Wealth Advisors, LLC $656.1M · Irvine, CA+ Bmb Advisers LLC $655.8M · Los Angeles, CA
Burbank, CA
San Jose, CA
Encino, CA
Assets under management$691.1M$732.9M$731.9M
Asset growth, last 2 years+47%+53%+32%
Advisory staff828
Individual clients731336680
Assets per client$945K$2.2M$1.1M
Clients per advisor9116885
Main custodianFidelityFidelitySchwab
Filing with the SEC since20182012 or earlier2012 or earlier
Tools in their stack12–
People on Advicer.bio1128

From each firm's latest Form ADV (May 2026, Sep 2026, Apr 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.

ToolLazari Capital Management, Inc.Clarity Wealth AdvisorsNavalign, LLC
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Wealthscape (Fidelity)Uses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Lazari Capital Management, Inc.: Fidelity, John Hancock Retirement Services, Schwab · Clarity Wealth Advisors: Fidelity, Schwab · Navalign, LLC: Schwab