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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 Lone Peak Advisers (swap one in):+ Tublin - Difusco Advisors Inc. $131.9M+ Rdg Capital Management LLC $131.8M · Pittsford, NY+ Exceed Advisory LLC $119.2M · New York, NY+ Avantia Investment Services, LLC $119.1M · Seattle, WA
Draper, UT
Draper, UT
Cottonwood Heights, UT
Assets under management$125.4M$133.2M$131.9M
Asset growth, last 2 years−15%–+262%
Advisory staff831
Individual clients905141446
Assets per client$139K$945K$296K
Clients per advisor11347446
Main custodianSchwabSchwab–
Filing with the SEC since201820242012 or earlier
Tools in their stack111
People on Advicer.bio831

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

ToolLone Peak AdvisersPalisade Wealth ManagementBrighton Wealth Management, Inc.
Website Builders
Squarespace–Uses it–
WixUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Lone Peak Advisers: Schwab, Jackson National Life Distributors LLC, AssetMark, Interactive Brokers · Palisade Wealth Management: Schwab · Brighton Wealth Management, Inc.: none listed