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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 Luminist Capital, LLC (swap one in):+ Barnegat Bay Capital Management LLC $109.9M+ Mellig Group, LLC $109.9M · The Woodlands, TX+ Lighthouse Financial, LLC $99.3M+ Great Oak Wealth Management, Inc $99.3M
Newton, MA
Santa Rosa, CA
Assets under management$104.6M$109.9M$110M
Asset growth, last 2 years−19%+2,373%–
Advisory staff521
Individual clients53093124
Assets per client$197K$1.2M$887K
Clients per advisor10647124
Main custodianSchwabSchwab–
Filing with the SEC since201520182026
Tools in their stack2–3
People on Advicer.bio521

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

ToolLuminist Capital, LLCRenaissance Wealth Advisors, LLCRidgeview Financial Planning
Client File Sharing
ShareFile––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it
Planning Light
AdvyzonUses it–Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Luminist Capital, LLC: Schwab · Renaissance Wealth Advisors, LLC: Schwab · Ridgeview Financial Planning: none listed