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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 Roberts Wealth Advisors, LLC (swap one in):+ Lighthouse Financial Services Inc $472.5M · Brea, CA+ Capco Asset Management, LLC $468.6M · Tampa, FL+ Castle Coast Wealth, LLC $423.7M · La Jolla, CA+ Blakeslee & Blakeslee Financial Advisers Inc. $423M · San Luis Obispo, CA
Menlo Park, CA
Pasadena, CA
San Diego, CA
Assets under management$446M$471.3M$471.1M
Asset growth, last 2 years+46%+38%+53%
Advisory staff459
Individual clients146281203
Assets per client$3.1M$1.7M$2.3M
Clients per advisor375623
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since20202012 or earlier2021
Tools in their stack1–5
People on Advicer.bio3411

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

ToolRoberts Wealth Advisors, LLCThe Sterling GroupIllumination Wealth Management
Financial Planning
eMoney––Uses it
Envestnet MoneyGuide––Uses it
CRM
Envestnet TamaracUses it––
Digital Marketing
Mailchimp––Uses it
Portfolio Management
Blueleaf––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Roberts Wealth Advisors, LLC: Schwab · The Sterling Group: LPL Financial, Schwab · Illumination Wealth Management: Schwab