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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):+ Illumination Wealth Management $471.1M · San Diego, CA+ Alpha Solutions Investment Advisors $466.3M · South San Francisco, CA+ Gencap Portfolio Management $420.4M · Tiburon, CA+ Eagle Wealth Management Group Inc. $417.5M · Valencia, CA
Claremont, CA
Redwood City, CA
Newport Beach, CA
Assets under management$442.7M$466.5M$417.6M
Asset growth, last 2 years+40%+23%+262%
Advisory staff322
Individual clients6692573
Assets per client$662K$18.7M$5.7M
Clients per advisor2231337
Main custodianSchwabSEIFidelity
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack––2
People on Advicer.bio723

From each firm's latest Form ADV (Oct 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.

ToolLifesteps FinancialWealthvalues, LLCFlatrock Wealth Partners LLC
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Lifesteps Financial: Schwab · Wealthvalues, LLC: SEI, Schwab · Flatrock Wealth Partners LLC: Fidelity, Schwab