Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Lfa (swap one in):+ M.z. Kark & Associates, Inc $369.6M · Denver, CO+ One Advisory Partners, LLC $369.5M · Overland Park, KS+ Evermont Wealth $333.9M · Claremont, CA+ Gen Financial Management Inc. $331.8M · Plymouth, MN
St. Cloud, MN
Kearney, NE
Fair Lawn, NJ
Assets under management$351.5M$369.1M$369.1M
Asset growth, last 2 years+44%+262%+11%
Advisory staff7105
Individual clients499931306
Assets per client$704K$397K$1.2M
Clients per advisor719361
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20232012 or earlier
Tools in their stack–53
People on Advicer.bio7134

From each firm's latest Form ADV (Feb 2026, Mar 2026, Sep 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.

ToolLfaStonebridge Wealth Systems LLCBaron Financial Group LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Portfolio Management
Blueleaf–Uses it–
Orion–Uses it–
Advisor Lead Gen
Fee-Only Network––Uses it
CRM
Envestnet Tamarac––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Lfa: Schwab · Stonebridge Wealth Systems LLC: Fidelity, Schwab · Baron Financial Group LLC: Schwab