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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+ Alpha Solutions Investment Advisors $466.3M · South San Francisco, CA+ Gencap Portfolio Management $420.4M · Tiburon, CA+ Flatrock Wealth Partners LLC $417.6M · Newport Beach, CA
Claremont, CA
Redwood City, CA
San Diego, CA
Assets under management$442.7M$466.5M$471.1M
Asset growth, last 2 years+40%+23%+53%
Advisory staff329
Individual clients66925203
Assets per client$662K$18.7M$2.3M
Clients per advisor2231323
Main custodianSchwabSEISchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack––5
People on Advicer.bio7211

From each firm's latest Form ADV (Oct 2026, Mar 2026, May 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, LLCIllumination Wealth Management
Financial Planning
eMoney––Uses it
Envestnet MoneyGuide––Uses it
Digital Marketing
Mailchimp––Uses it
Portfolio Management
Blueleaf––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Lifesteps Financial: Schwab · Wealthvalues, LLC: SEI, Schwab · Illumination Wealth Management: Schwab