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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 Light Capital LLC (swap one in):+ Appian Way Financial $142.9M · Pasadena, CA+ Foothills Advisors, LLC $142.1M · Cave Creek, AZ+ Fairchild Financial Advisors, Inc. $127.3M · Folsom, CA+ Wright Wealth Strategies, LLC $127.2M · San Luis Obispo, CA
Santa Monica, CA
Palo Alto, CA
Los Angeles, CA
Assets under management$135.3M$143.5M$143.8M
Asset growth, last 2 years+13%+36%+270%
Advisory staff142
Individual clients133844
Assets per client$10.4M$3.8M$3.3M
Clients per advisor131022
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220222012 or earlier
Tools in their stack211
People on Advicer.bio142

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

ToolLight Capital LLCMayfield Advisors, Inc.Aqua Capital Advisors
Digital Marketing
Snappy Kraken–Uses it–
Performance Reporting
AddeparUses it––
Portfolio Management
Capitect––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Light Capital LLC: Schwab · Mayfield Advisors, Inc.: Schwab, Fidelity · Aqua Capital Advisors: Schwab