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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 New Light Financial (swap one in):+ Francis Capital Management, Inc. $32.6M+ Chesapeake Capital Management, LLC $32.6M · Belcamp, MD+ Elevate Wealth Advisors, LLC $29.4M · Newport Beach, CA+ Simplysmart Asset Management $29.4M
Englewood, CO
Everett, WA
Santa Barbara, CA
Assets under management$31M$32.6M$32.6M
Asset growth, last 2 years––+62%
Advisory staff111
Individual clients10863110
Assets per client$287K$517K$296K
Clients per advisor10863110
Main custodian––Schwab
Filing with the SEC since202620262020
Tools in their stack––1
People on Advicer.bio111

From each firm's latest Form ADV (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

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.

ToolNew Light FinancialElderrock Financial LLCIroncrest Capital Management LLC
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: New Light Financial: none listed · Elderrock Financial LLC: none listed · Ironcrest Capital Management LLC: Schwab