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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 Lucent Wealth Planning, LLC (swap one in):+ Nautilus Wealth Advisors $107.9M · Indialantic, FL+ Adaptfirst Investments LLC $107.8M+ Laguna Capital Management, Inc. $97.5M · Santa Barbara, CA+ Auxi Asset Management, LLC $97.3M · Danville, CA
Santa Barbara, CA
Wrentham, MA
Appleton, WI
Assets under management$102.6M$107.8M$107.9M
Asset growth, last 2 years––−62%
Advisory staff123
Individual clients419710
Assets per client$2.5M$1.1M$10.8M
Clients per advisor41493
Main custodian––Northern Trust
Filing with the SEC since202620262012 or earlier
Tools in their stack123
People on Advicer.bio122

From each firm's latest Form ADV (Feb 2026, May 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

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.

ToolLucent Wealth Planning, LLCAlternative Capitalis, LLCSumnicht & Associates, LLC
Portfolio Management
Envestnet––Uses it
OrionUses it––
Custodial Platform
Wealthscape (Fidelity)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Lucent Wealth Planning, LLC: none listed · Alternative Capitalis, LLC: none listed · Sumnicht & Associates, LLC: Northern Trust, SEI, Fidelity