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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 Advisors, Inc. (swap one in):+ Wellington Shields Capital Management, LLC $1.17B · New York, NY+ Cheviot Value Management, LLC $1.17B · Beverly Hills, CA+ Clearview Financial Partners $1.06B · Radnor, PA+ Dgs Capital Management $1.05B · Jersey City, NJ
Red Bank, NJ
Parsippany, NJ
Troy, MI
Assets under management$1.11B$1.18B$1.17B
Asset growth, last 2 years+96%+24%+4%
Advisory staff71210
Individual clients4296892,358
Assets per client$2.6M$1.7M$496K
Clients per advisor6157236
Main custodianFidelitySchwabSchwab
Filing with the SEC since20132012 or earlier2012 or earlier
Tools in their stack113
People on Advicer.bio41210

From each firm's latest Form ADV (Mar 2026, Jul 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 Financial Advisors, Inc.Signet Financial Management, LLCStraightline
Client File Sharing
ShareFileUses it––
CRM
Envestnet Tamarac––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Lighthouse Financial Advisors, Inc.: Fidelity · Signet Financial Management, LLC: Schwab · Straightline: Schwab, Fidelity, TIAA-Cref Individual & Institutional Services, LLC, Transamerica Asset Management Inc