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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 Lifesteps Financial (swap one in):+ The Sterling Group $471.3M · Pasadena, CA+ Illumination Wealth Management $471.1M · San Diego, CA+ Gencap Portfolio Management $420.4M · Tiburon, CA+ Flatrock Wealth Partners LLC $417.6M · Newport Beach, CA
Claremont, CA
Redwood City, CA
South San Francisco, CA
Assets under management$442.7M$466.5M$466.3M
Asset growth, last 2 years+40%+23%+171%
Advisory staff324
Individual clients66925441
Assets per client$662K$18.7M$1.1M
Clients per advisor22313110
Main custodianSchwabSEI–
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack––1
People on Advicer.bio724

From each firm's latest Form ADV (Oct 2026, Mar 2026, Aug 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.

ToolLifesteps FinancialWealthvalues, LLCAlpha Solutions Investment Advisors
Website Builders
Wix––Uses it

Custodians on Form ADV: Lifesteps Financial: Schwab · Wealthvalues, LLC: SEI, Schwab · Alpha Solutions Investment Advisors: none listed