Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Brighton Wealth Management, Inc. $131.9M · Cottonwood Heights, UT+ Tublin - Difusco Advisors Inc. $131.9M+ Exceed Advisory LLC $119.2M · New York, NY+ Avantia Investment Services, LLC $119.1M · Seattle, WA
Draper, UT
Draper, UT
Pittsford, NY
Assets under management$125.4M$133.2M$131.8M
Asset growth, last 2 years−15%–+138%
Advisory staff832
Individual clients90514146
Assets per client$139K$945K$2.9M
Clients per advisor1134723
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820242024
Tools in their stack111
People on Advicer.bio832

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.

ToolLone Peak AdvisersPalisade Wealth ManagementRdg Capital Management LLC
Website Builders
Squarespace–Uses it–
WixUses it––
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Lone Peak Advisers: Schwab, Jackson National Life Distributors LLC, AssetMark, Interactive Brokers · Palisade Wealth Management: Schwab · Rdg Capital Management LLC: Schwab, Mid Atlantic Clearing & Settlement Corporation, Reliance Trust Company