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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 Lk&A Investment Counsel (swap one in):+ Ttp Investments, Inc. $570.6M · San Jose, CA+ Potentia Wealth $569.1M · San Jose, CA+ Robert L. Bender, Inc. Dba Robert Bender & Associates $510.9M · Pasadena, CA+ Lavelle Capital $508.2M · San Francisco, CA
Pasadena, CA
Thousand Oaks, CA
San Francisco, CA
Assets under management$540.1M$567.8M$567.2M
Asset growth, last 2 years+23%+45%+6,648%
Advisory staff251
Individual clients783471,789
Assets per client$6.9M$1.6M$317K
Clients per advisor39691,789
Main custodianU.S. BankFidelity–
Filing with the SEC since2012 or earlier20212023
Tools in their stack–––
People on Advicer.bio257

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Lk&A Investment Counsel: U.S. Bank, Schwab, Midfirst Bank · Hillcrest Financial Group: Fidelity · Frec: none listed