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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 Lord and Richards (swap one in):+ Keller Financial Group $135.3M · Camp Hill, PA+ Fogarty Wealth Management, Inc. $135.3M · Missouri City, TX+ Fsc Wealth Advisors, LLC $122.3M · Fishkill, NY+ Pacific Coast Investment Advisors, LLC $122.2M · West Linn, OR
Highlands Ranch, CO
Santa Monica, CA
Downers Grove, IL
Assets under management$128.8M$135.3M$122.2M
Asset growth, last 2 years+35%+13%+4%
Advisory staff813
Individual clients1,22813240
Assets per client$105K$10.4M$509K
Clients per advisor1541380
Main custodian–SchwabLPL Financial
Filing with the SEC since202320222012 or earlier
Tools in their stack12–
People on Advicer.bio814

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

ToolLord and RichardsLight Capital LLCArbor Financial Services, LLC
Performance Reporting
Addepar–Uses it–
Portfolio Management
OrionUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Lord and Richards: none listed · Light Capital LLC: Schwab · Arbor Financial Services, LLC: LPL Financial