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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):+ Global Financial Planning Group, LLC $135.3M · Troy, MI+ Keller Financial Group $135.3M · Camp Hill, PA+ Fsc Wealth Advisors, LLC $122.3M · Fishkill, NY+ Arbor Financial Services, LLC $122.2M · Downers Grove, IL
Highlands Ranch, CO
Santa Monica, CA
Missouri City, TX
Assets under management$128.8M$135.3M$135.3M
Asset growth, last 2 years+35%+13%–
Advisory staff811
Individual clients1,22813146
Assets per client$105K$10.4M$926K
Clients per advisor15413146
Main custodian–SchwabSchwab
Filing with the SEC since202320222024
Tools in their stack121
People on Advicer.bio811

From each firm's latest Form ADV (Sep 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.

ToolLord and RichardsLight Capital LLCFogarty Wealth Management, Inc.
Digital Marketing
AdvisorStream––Uses it
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 · Fogarty Wealth Management, Inc.: Schwab