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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+ Stangier Wealth Management $300.4M · Clackamas, OR+ Parsonex Advisory Services, Inc. $271.3M · Englewood, CO+ Peak Financial Advisors $268.8M · Denver, CO
Denver, CO
Summit, NJ
Los Angeles, CA
Assets under management$286M$300.4M$300.4M
Asset growth, last 2 years+26%+26%+62%
Advisory staff742
Individual clients18659126
Assets per client$1.5M$5.1M$2.4M
Clients per advisor271563
Main custodian–SchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack––1
People on Advicer.bio632

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

ToolLotusgroup AdvisorsSummit Place Financial Advisors, LLCWestwood Wealth Management
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Lotusgroup Advisors: none listed · Summit Place Financial Advisors, LLC: Schwab · Westwood Wealth Management: LPL Financial