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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 Retirement Planning Solutions, LLC (swap one in):+ The Life Wealth Group $490.6M · Winter Garden, FL+ Cypress Financial Planning $490.4M · Haddon Heights, NJ+ Lumbard & Kellner, LLC $443.6M · Hollis, NH+ Stone Summit Wealth LLC $443.6M
Louisville, KY
Chappaqua, NY
Newport Beach, CA
Assets under management$467M$490.5M$443.7M
Asset growth, last 2 years+64%+35%+22%
Advisory staff582
Individual clients1,210539150
Assets per client$386K$910K$3M
Clients per advisor2426775
Main custodianSchwabFidelityFidelity
Filing with the SEC since20202012 or earlier2019
Tools in their stack–3–
People on Advicer.bio482

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

ToolRetirement Planning Solutions, LLCSamalin WealthPavion Blue Capital, LLC
CRM
HubSpot–Uses it–
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Retirement Planning Solutions, LLC: Schwab · Samalin Wealth: Fidelity · Pavion Blue Capital, LLC: Fidelity