Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Wright Wealth Strategies, LLC $127.2M · San Luis Obispo, CA+ Double Bay Management & Planning $127M · San Francisco, CA
Santa Monica, CA
Palo Alto, CA
Folsom, CA
Assets under management$135.3M$143.5M$127.3M
Asset growth, last 2 years+13%+36%+18%
Advisory staff141
Individual clients1338247
Assets per client$10.4M$3.8M$515K
Clients per advisor1310247
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220222021
Tools in their stack21–
People on Advicer.bio141

From each firm's latest Form ADV (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.

ToolLight Capital LLCMayfield Advisors, Inc.Fairchild Financial Advisors, Inc.
Digital Marketing
Snappy Kraken–Uses it–
Performance Reporting
AddeparUses it––
Website Builders
SquarespaceUses it––

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