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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 Lighthouse Financial (swap one in):+ Hoxton Wealth $803.5M · Orlando, FL+ Fortress Wealth Planning $793.9M · Jacksonville Beach, FL+ Darwin Wealth Management $717.8M · Tampa, FL+ Saaga $717.5M · Miami, FL
Saint Petersburg, FL
Tampa, FL
Casselberry, FL
Assets under management$755.6M$800.9M$716.3M
Asset growth, last 2 years+54%+28%+17%
Advisory staff11239
Individual clients1321,7043,139
Assets per client$5.7M$470K$228K
Clients per advisor13214280
Main custodianSchwabLPL FinancialFidelity
Filing with the SEC since202320162012 or earlier
Tools in their stack4––
People on Advicer.bio11137

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

ToolLighthouse FinancialPsi Advisors, LLCG. A. Repple & Company
Custodial Platform
Charles SchwabUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Lighthouse Financial: Schwab · Psi Advisors, LLC: LPL Financial · G. A. Repple & Company: Fidelity