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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+ Fogarty Wealth Management, Inc. $135.3M · Missouri City, TX+ Fsc Wealth Advisors, LLC $122.3M · Fishkill, NY+ Arbor Financial Services, LLC $122.2M · Downers Grove, IL
Highlands Ranch, CO
Santa Monica, CA
Camp Hill, PA
Assets under management$128.8M$135.3M$135.3M
Asset growth, last 2 years+35%+13%+27%
Advisory staff812
Individual clients1,2281384
Assets per client$105K$10.4M$1.6M
Clients per advisor1541342
Main custodian–SchwabAssetMark
Filing with the SEC since202320222023
Tools in their stack12–
People on Advicer.bio812

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

ToolLord and RichardsLight Capital LLCKeller Financial Group
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 · Keller Financial Group: AssetMark