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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):+ Brighton Wealth Management, Inc. $131.9M · Cottonwood Heights, UT+ 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
Essex, CT
Assets under management$125.4M$133.2M$119.1M
Asset growth, last 2 years−15%––
Advisory staff832
Individual clients905141121
Assets per client$139K$945K$984K
Clients per advisor1134761
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820242024
Tools in their stack111
People on Advicer.bio831

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.

ToolLone Peak AdvisersPalisade Wealth ManagementSullivan Financial, 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 · Sullivan Financial, LLC: Schwab, Mid Atlantic Trust Co.