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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 Lonetree Wealth Management (swap one in):+ Wright Asset Management Inc $49.5M · Manasquan, NJ+ Hafnia Financial, Inc. $49.5M · San Diego, CA+ American Family Legacy Group $44.7M · Tampa, FL+ Blake Financial Counsel, LLC $44.7M · Atlanta, GA
Memphis, TN
Brockton, MA
Waltham, MA
Assets under management$47.1M$49.5M$44.7M
Asset growth, last 2 years––+44%
Advisory staff316
Individual clients95129135
Assets per client$496K$384K$331K
Clients per advisor3212923
Main custodian––Schwab
Filing with the SEC since202620262013
Tools in their stack52–
People on Advicer.bio336

From each firm's latest Form ADV (Feb 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.

ToolLonetree Wealth ManagementHolmes Investment Management, Inc.Savvi Financial LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses itUses it–
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Lonetree Wealth Management: none listed · Holmes Investment Management, Inc.: none listed · Savvi Financial LLC: Schwab