Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Luminist Capital, LLC (swap one in):+ Ridgeview Financial Planning $110M · Santa Rosa, CA+ Barnegat Bay Capital Management LLC $109.9M+ Lighthouse Financial, LLC $99.3M+ Great Oak Wealth Management, Inc $99.3M
Newton, MA
The Woodlands, TX
Assets under management$104.6M$109.9M$109.9M
Asset growth, last 2 years−19%+2,373%–
Advisory staff524
Individual clients5309397
Assets per client$197K$1.2M$1.1M
Clients per advisor1064724
Main custodianSchwabSchwab–
Filing with the SEC since201520182026
Tools in their stack2–3
People on Advicer.bio524

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

ToolLuminist Capital, LLCRenaissance Wealth Advisors, LLCMellig Group, LLC
Custodial Platform
Interactive Brokers––Uses it
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Website Builders
WixUses it–Uses it

Custodians on Form ADV: Luminist Capital, LLC: Schwab · Renaissance Wealth Advisors, LLC: Schwab · Mellig Group, LLC: none listed