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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 Group (swap one in):+ Capstone Investment Group $342.7M · Olympia, WA+ Matune Basile Advisors $342.6M · Hermitage, PA+ Omega Wealth Management LLC $309.7M · Arlington, VA+ Beacon Financial Strategies Corp. $309.4M · Raleigh, NC
Raleigh, NC
West Chester, PA
Raleigh, NC
Assets under management$326M$342.6M$308.3M
Asset growth, last 2 years+77%+39%+36%
Advisory staff455
Individual clients278602908
Assets per client$1.2M$569K$340K
Clients per advisor70120182
Main custodianSchwabSchwab–
Filing with the SEC since202120192021
Tools in their stack524
People on Advicer.bio465

From each firm's latest Form ADV (Jul 2026, Mar 2026, Jan 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

1 tool 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 GroupBallast Financial Advisors, LLCBeacon Wealthcare LLC
Digital Marketing
MailchimpUses it––
Snappy Kraken–Uses it–
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses itUses itUses it
Portfolio Management
OrionUses it–Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Lifeplan Group: Schwab · Ballast Financial Advisors, LLC: Schwab · Beacon Wealthcare LLC: none listed