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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 Lsia (swap one in):+ Walter Keenan Wealth Management $983.3M · South Bend, IN+ Semper Augustus Investments Group LLC $982.2M · Highlands Ranch, CO+ New World Advisors LLC $884.9M · Hingham, MA+ Secure Asset Management, L.l.c. $870.6M · Troy, MI
Bloomfield Hills, MI
Belmont, MI
Assets under management$932.1M$998.5M$981.7M
Asset growth, last 2 years+16%+42%+29%
Advisory staff4101
Individual clients172527134
Assets per client$5.4M$1.9M$7.3M
Clients per advisor4353134
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–31
People on Advicer.bio4101

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

ToolLsiaHenrickson Nauta Wealth Advisors, Inc.Altiora Financial Group, LLC
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Lsia: Schwab · Henrickson Nauta Wealth Advisors, Inc.: Fidelity · Altiora Financial Group, LLC: Schwab, Fidelity