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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 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+ Gibson Financial Solutions, Inc. $133.7M · Ellsworth, ME+ Arete Wealth Strategists $133.7M · Brisbane
Mankato, MN
Southern Pines, NC
Reno, NV
Assets under management$141M$148.2M$133.8M
Asset growth, last 2 years+112%+24%+43%
Advisory staff222
Individual clients25517893
Assets per client$553K$833K$1.4M
Clients per advisor1288947
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–13
People on Advicer.bio222

From each firm's latest Form ADV (Feb 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.

ToolLifeplan Financial, LLCDreher Financial PartnersGw Financial
CRM
Envestnet Tamarac–Uses it–
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Lifeplan Financial, LLC: Schwab · Dreher Financial Partners: Schwab · Gw Financial: Schwab