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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):+ Lifeinvest Wealth Management, LTD $300.5M · Miami, FL+ 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
Clackamas, OR
Assets under management$286M$300.4M$300.4M
Asset growth, last 2 years+26%+26%+43%
Advisory staff744
Individual clients18659496
Assets per client$1.5M$5.1M$606K
Clients per advisor2715124
Main custodian–SchwabAxos Clearing
Filing with the SEC since2012 or earlier2012 or earlier2017
Tools in their stack–––
People on Advicer.bio632

From each firm's latest Form ADV (Oct 2026, Sep 2026, Jan 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 · Stangier Wealth Management: Axos Clearing