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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 Lindsey Wealth Management (swap one in):+ US Capital Global Wealth Management, LLC $24.5M · San Francisco, CA+ Azm Financial $24.5M+ You First Financial LLC $22.1M · Holladay, UT+ Personal Prosperity LLC $22.1M
Vincennes, IN
Englewood, CO
Saranac Lake, NY
Assets under management$23.3M$24.5M$24.5M
Asset growth, last 2 years–––
Advisory staff111
Individual clients1942752
Assets per client$120K$907K$471K
Clients per advisor1942752
Main custodian––Schwab
Filing with the SEC since202620262023
Tools in their stack2––
People on Advicer.bio1–2

From each firm's latest Form ADV (Mar 2026, Jun 2026, Feb 2025). 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.

ToolLindsey Wealth ManagementNew Frontier Wealth ManagementFiorile & Associates, LLC
Custodial Platform
AltruistUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Lindsey Wealth Management: none listed · New Frontier Wealth Management: none listed · Fiorile & Associates, LLC: Schwab