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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+ Frec $567.2M · San Francisco, 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 Jose, CA
Assets under management$540.1M$567.8M$569.1M
Asset growth, last 2 years+23%+45%–
Advisory staff257
Individual clients78347722
Assets per client$6.9M$1.6M$788K
Clients per advisor3969103
Main custodianU.S. BankFidelityLPL Financial
Filing with the SEC since2012 or earlier20212023
Tools in their stack––1
People on Advicer.bio259

From each firm's latest Form ADV (Mar 2026, Apr 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 GroupPotentia Wealth
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Lk&A Investment Counsel: U.S. Bank, Schwab, Midfirst Bank · Hillcrest Financial Group: Fidelity · Potentia Wealth: LPL Financial