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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 Lifelaidout LLC (swap one in):+ Maxwell Family Office, LLC $30M+ Jd Investment Management, LLC $30M · Cottonwood Heights, UT+ Kline Capital Management LLC $27.1M · Northfield, IL+ Davenport Wealth Advisors $27.1M
San Francisco, CA
Assets under management$28.6M$30M$30M
Asset growth, last 2 years––+109%
Advisory staff112
Individual clients6308,400
Assets per client$4.8M$1M$4K
Clients per advisor6304,200
Main custodian––Matrix Trust
Filing with the SEC since202620262014
Tools in their stack3––
People on Advicer.bio112

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

ToolLifelaidout LLCContemporary Planning AlternativesOctavewealth
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Lifelaidout LLC: none listed · Contemporary Planning Alternatives: none listed · Octavewealth: Matrix Trust