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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):+ Retiremitten Financial LLC $213.8M · Clarkston, MI+ Locker Financial Services, LLC $213.8M · Verona, NJ+ Dynamic Wealth Advisors $193.3M · Surprise, AZ+ Cig Asset Management, Inc. $192.5M · Southfield, MI
Bingham Farms, MI
Ann Arbor, MI
Brighton, MI
Assets under management$203.5M$214.3M$214.9M
Asset growth, last 2 years+81%+50%+50%
Advisory staff2225
Individual clients17279602
Assets per client$1.2M$2.7M$357K
Clients per advisor864024
Main custodianRaymond JamesSchwabSchwab
Filing with the SEC since20232012 or earlier2017
Tools in their stack2––
People on Advicer.bio3224

From each firm's latest Form ADV (Jun 2026, Mar 2026, Sep 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 CapitalSimplyria Advisor Network
Custodial Platform
Raymond JamesUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Lightsquare Wealth Management, LLC: Raymond James · Sage Hill Capital: Schwab · Simplyria Advisor Network: Schwab