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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 Lewis Asset Management (swap one in):+ Boyd Wealth Management, LLC $409.8M · Sacramento, CA+ Kingsmark Private Financial Advisors, LLC $406.5M · Albany, GA+ Oder Investment Management, LLC $366.7M · Woodland Hills, CA+ Shira Ridge Wealth Management $366.4M · San Rafael, CA
Lafayette, CA
Redondo Beach, CA
Manhattan Beach, CA
Assets under management$387.1M$407.8M$406.9M
Asset growth, last 2 years+120%+29%+23%
Advisory staff527
Individual clients276155198
Assets per client$1.4M$2.6M$2.1M
Clients per advisor557828
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20132016
Tools in their stack–54
People on Advicer.bio525

From each firm's latest Form ADV (May 2026, Aug 2026, Jul 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.

ToolLewis Asset ManagementNavigoe, LLCWomack Wealth Management, Inc.
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)––Uses it
Website Builders
Squarespace–Uses it–
Wix––Uses it
Client File Sharing
Box–Uses it–
Portfolio Management
Orion–Uses itUses it
Schedule Apps
Acuity Scheduling–Uses it–

Custodians on Form ADV: Lewis Asset Management: Schwab · Navigoe, LLC: Schwab · Womack Wealth Management, Inc.: Schwab, Fidelity