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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 Libra Wealth LLC (swap one in):+ Pinnacle Financial Group LLC $672.7M · Western Springs, IL+ Firethorn Wealth Partners, LLC $671.9M · Augusta, GA+ Caldwell Sutter Capital, Inc. $605.7M · Sausalito, CA+ Praetorian Guard, A Division of Praetorian Wealth Management,Inc $598.7M · Carmel, CA
Los Gatos, CA
Turlock, CA
Chandler, AZ
Assets under management$639.8M$673.9M$607.7M
Asset growth, last 2 years+57%+160%+13%
Advisory staff456
Individual clients143444459
Assets per client$4.5M$1.5M$1.3M
Clients per advisor368977
Main custodianSchwabSchwabSchwab
Filing with the SEC since20212012 or earlier2015
Tools in their stack31–
People on Advicer.bio456

From each firm's latest Form ADV (Oct 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.

ToolLibra Wealth LLCIntegral Wealth ManagementIronwood Wealth Management, LLC
Planning Light
AdvyzonUses it––
Schedule Apps
CalendlyUses itUses it–
Website Builders
WebflowUses it––

Custodians on Form ADV: Libra Wealth LLC: Schwab · Integral Wealth Management: Schwab · Ironwood Wealth Management, LLC: Schwab, Fidelity