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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):+ Potentia Wealth $569.1M · San Jose, CA+ Frec $567.2M · San Francisco, CA+ Robert L. Bender, Inc. Dba Robert Bender & Associates $510.9M · Pasadena, CA+ Financial Designs Corporation $507.9M · Claremont, CA
Pasadena, CA
Thousand Oaks, CA
San Francisco, CA
Assets under management$540.1M$567.8M$508.2M
Asset growth, last 2 years+23%+45%+90%
Advisory staff252
Individual clients7834774
Assets per client$6.9M$1.6M$6.9M
Clients per advisor396937
Main custodianU.S. BankFidelitySchwab
Filing with the SEC since2012 or earlier20212021
Tools in their stack––2
People on Advicer.bio252

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

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.

ToolLk&A Investment CounselHillcrest Financial GroupLavelle Capital
AI Assistants/Agents
Moxo––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Lk&A Investment Counsel: U.S. Bank, Schwab, Midfirst Bank · Hillcrest Financial Group: Fidelity · Lavelle Capital: Schwab, Goldman Sachs