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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):+ Aqua Capital Advisors $143.8M · Los Angeles, CA+ Appian Way Financial $142.9M · Pasadena, CA+ Fairchild Financial Advisors, Inc. $127.3M · Folsom, CA+ Wright Wealth Strategies, LLC $127.2M · San Luis Obispo, CA
Santa Monica, CA
Palo Alto, CA
Cave Creek, AZ
Assets under management$135.3M$143.5M$142.1M
Asset growth, last 2 years+13%+36%+21%
Advisory staff143
Individual clients1338184
Assets per client$10.4M$3.8M$772K
Clients per advisor131061
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220222024
Tools in their stack213
People on Advicer.bio143

From each firm's latest Form ADV (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.

ToolLight Capital LLCMayfield Advisors, Inc.Foothills Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney––Uses it
Performance Reporting
AddeparUses it––
Website Builders
SquarespaceUses it–Uses it

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