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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 Lightsquare Wealth Management, LLC (swap one in):+ Simplyria Advisor Network $214.9M · Brighton, MI+ Retiremitten Financial LLC $213.8M · Clarkston, MI+ Kastel Capital Advisors, LLC $193.3M · Wellesley, MA+ Cig Asset Management, Inc. $192.5M · Southfield, MI
Bingham Farms, MI
Ann Arbor, MI
Surprise, AZ
Assets under management$203.5M$214.3M$193.3M
Asset growth, last 2 years+81%+50%+54%
Advisory staff224
Individual clients17279315
Assets per client$1.2M$2.7M$614K
Clients per advisor864079
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since20232012 or earlier2022
Tools in their stack2–3
People on Advicer.bio324

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

ToolLightsquare Wealth Management, LLCSage Hill CapitalDynamic Wealth Advisors
Custodial Platform
Charles Schwab––Uses it
Raymond JamesUses it––
Client File Sharing
Box––Uses it
CRM
Envestnet Tamarac––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Lightsquare Wealth Management, LLC: Raymond James · Sage Hill Capital: Schwab · Dynamic Wealth Advisors: Schwab