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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):+ Williams & Novak Wealth Management, LLC $342.8M · Westlake Village, CA+ Matune Basile Advisors $342.6M · Hermitage, PA+ Beacon Financial Strategies Corp. $309.4M · Raleigh, NC+ Beacon Wealthcare LLC $308.3M · Raleigh, NC
Raleigh, NC
West Chester, PA
Olympia, WA
Assets under management$326M$342.6M$342.7M
Asset growth, last 2 years+77%+39%+146%
Advisory staff458
Individual clients278602808
Assets per client$1.2M$569K$424K
Clients per advisor70120101
Main custodianSchwabSchwabSchwab
Filing with the SEC since202120192021
Tools in their stack523
People on Advicer.bio467

From each firm's latest Form ADV (Jul 2026, Mar 2026, Sep 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, LLCCapstone Investment Group
Digital Marketing
MailchimpUses it––
Snappy Kraken–Uses it–
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses itUses itUses it
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Lifeplan Group: Schwab · Ballast Financial Advisors, LLC: Schwab · Capstone Investment Group: Schwab