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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 Lfa (swap one in):+ One Advisory Partners, LLC $369.5M · Overland Park, KS+ Baron Financial Group LLC $369.1M · Fair Lawn, NJ+ Cottage Street Advisors $333.8M · Marion, MA+ Gen Financial Management Inc. $331.8M · Plymouth, MN
St. Cloud, MN
Kearney, NE
Claremont, CA
Assets under management$351.5M$369.1M$333.9M
Asset growth, last 2 years+44%+262%+82%
Advisory staff7103
Individual clients499931496
Assets per client$704K$397K$673K
Clients per advisor7193165
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20232020
Tools in their stack–5–
People on Advicer.bio7133

From each firm's latest Form ADV (Feb 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.

ToolLfaStonebridge Wealth Systems LLCEvermont Wealth
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Portfolio Management
Blueleaf–Uses it–
Orion–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–

Custodians on Form ADV: Lfa: Schwab · Stonebridge Wealth Systems LLC: Fidelity, Schwab · Evermont Wealth: Schwab