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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 Lkl Advisors (swap one in):+ Future First Finance, LLC $5.3M+ Ameritrust Investments of North Carolina, LLC $5.3M · Fayetteville, NC+ Investedge Planning $4.8M+ Worchestershire Financial $4.8M
Naples, FL
Assets under management$5.1M$5.3M$5.3M
Asset growth, last 2 years–––
Advisory staff111
Individual clients252911
Assets per client$203K$184K$484K
Clients per advisor252911
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–3–
People on Advicer.bio111

From each firm's latest Form ADV (Oct 2026, Sep 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

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.

ToolLkl AdvisorsLocal Wealth AdvisorsAdvanced Financial Analysis, LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
Wealthtender–Uses it–
Schedule Apps
Calendly–Uses it–