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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 Lodestar Advisory Group, LLC (swap one in):+ Wealth Legacy Group, Inc. $97.2M · San Diego, CA+ Barrister $97.1M · Fort Washington, PA+ Horizons Planning Corporation $87.9M · Ann Arbor, MI+ Heritage Advisors Group, Inc. $87.7M · Altamonte Springs, FL
Naples, FL
Miami, FL
Assets under management$92.5M$97.3M$87.9M
Asset growth, last 2 years–––
Advisory staff221
Individual clients1621098
Assets per client$571K$9.7M$897K
Clients per advisor81598
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack3––
People on Advicer.bio221

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

ToolLodestar Advisory Group, LLCConscientia Family Office, LLCJim Mckeever
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Website Builders
WixUses it––