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 Libra Wealth LLC (swap one in):+ Pinnacle Financial Group LLC $672.7M · Western Springs, IL+ Firethorn Wealth Partners, LLC $671.9M · Augusta, GA+ Ironwood Wealth Management, LLC $607.7M · Chandler, AZ+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA
Los Gatos, CA
Turlock, CA
Sausalito, CA
Assets under management$639.8M$673.9M$605.7M
Asset growth, last 2 years+57%+160%+24%
Advisory staff455
Individual clients143444528
Assets per client$4.5M$1.5M$1.1M
Clients per advisor3689106
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack311
People on Advicer.bio458

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

ToolLibra Wealth LLCIntegral Wealth ManagementCaldwell Sutter Capital, Inc.
Website Builders
Squarespace––Uses it
WebflowUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses itUses it–

Custodians on Form ADV: Libra Wealth LLC: Schwab · Integral Wealth Management: Schwab · Caldwell Sutter Capital, Inc.: Schwab, Wedbush Securities Inc.