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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 Lineguard Investments, LLC (swap one in):+ Fortress Investment Services, LTD $44.6M+ Aetolia Capital LLC $44.5M+ Pelican Bay Asset Management, Inc. $40.3M+ Rothamel Wealth Management, LLC $40.3M
Troy, MI
Bloomfield Hills, MI
Assets under management$42.4M$44.6M$45M
Asset growth, last 2 years−18%––
Advisory staff113
Individual clients5311875
Assets per client$800K$378K$600K
Clients per advisor5311825
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack141
People on Advicer.bio113

From each firm's latest Form ADV (Mar 2026, Feb 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

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.

ToolLineguard Investments, LLCEastlake Planning LLCEmde Wealth Management LLC
Website Builders
SquarespaceUses it––
Wix–Uses it–
Custodial Platform
Altruist–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses it–
Schedule Apps
Calendly–Uses it–