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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 Lotusgroup Advisors (swap one in):+ Stangier Wealth Management $300.4M · Clackamas, OR+ Westwood Wealth Management $300.4M · Los Angeles, CA+ Parsonex Advisory Services, Inc. $271.3M · Englewood, CO+ Peak Financial Advisors $268.8M · Denver, CO
Denver, CO
Summit, NJ
Assets under management$286M$300.4M$271.6M
Asset growth, last 2 years+26%+26%+15%
Advisory staff741
Individual clients1865915
Assets per client$1.5M$5.1M$18.1M
Clients per advisor271515
Main custodian–SchwabBok Financial Corp Et Al - Sec Cik 0000875357
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–––
People on Advicer.bio631

From each firm's latest Form ADV (Oct 2026, 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Lotusgroup Advisors: none listed · Summit Place Financial Advisors, LLC: Schwab · Rahlfs Capital, LLC: Bok Financial Corp Et Al - Sec Cik 0000875357, Schwab