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 Lifeplan Financial, LLC (swap one in):+ Tax Efficient Asset Management Solution, Inc. $148.3M · Newport Beach, CA+ Stavis Wealth Transfer Solutions $148.1M · Houston, TX+ Gw Financial $133.8M · Reno, NV+ Arete Wealth Strategists $133.7M · Brisbane
Mankato, MN
Southern Pines, NC
Ellsworth, ME
Assets under management$141M$148.2M$133.7M
Asset growth, last 2 years+112%+24%+136%
Advisory staff221
Individual clients255178153
Assets per client$553K$833K$874K
Clients per advisor12889153
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–11
People on Advicer.bio221

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.

ToolLifeplan Financial, LLCDreher Financial PartnersGibson Financial Solutions, Inc.
CRM
Envestnet Tamarac–Uses it–
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Lifeplan Financial, LLC: Schwab · Dreher Financial Partners: Schwab · Gibson Financial Solutions, Inc.: none listed