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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+ Beacon Financial Strategies Corp. $309.4M · Raleigh, NC+ Beacon Wealthcare LLC $308.3M · Raleigh, NC
Raleigh, NC
West Chester, PA
Arlington, VA
Assets under management$326M$342.6M$309.7M
Asset growth, last 2 years+77%+39%+52%
Advisory staff454
Individual clients278602121
Assets per client$1.2M$569K$2.6M
Clients per advisor7012030
Main custodianSchwabSchwabSEI
Filing with the SEC since202120192012 or earlier
Tools in their stack52–
People on Advicer.bio464

From each firm's latest Form ADV (Jul 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 GroupBallast Financial Advisors, LLCOmega Wealth Management LLC
Digital Marketing
MailchimpUses it––
Snappy Kraken–Uses it–
CRM
HubSpotUses it––
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses it––
Portfolio Management
OrionUses it––

Custodians on Form ADV: Lifeplan Group: Schwab · Ballast Financial Advisors, LLC: Schwab · Omega Wealth Management LLC: SEI