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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 Retirement (swap one in):+ Lifeinvest Wealth Management, LTD $300.5M · Miami, FL+ Kennon Financial $300M · Sarasota, FL+ Alpha Zero LLC $269.8M · Boca Raton, FL+ Barr Financial Services, LLC $269.2M · Winter Park, FL
Ponte Vedra, FL
Coral Gables, FL
Jacksonville, FL
Assets under management$284.6M$300.1M$267.4M
Asset growth, last 2 years+195%+41%+26%
Advisory staff153
Individual clients182238157
Assets per client$1.6M$1.3M$1.7M
Clients per advisor1824852
Main custodianInteractive BrokersSchwabSchwab
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio152

From each firm's latest Form ADV (Mar 2026, Jun 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 RetirementAzzendo Wealth AdvisorsRiverplace Capital Management Inc
CRM
SS&C Black Diamond––Uses it

Custodians on Form ADV: Lighthouse Retirement: Interactive Brokers, Schwab · Azzendo Wealth Advisors: Schwab · Riverplace Capital Management Inc: Schwab