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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 Sightline Wealth Advisors, LLC (swap one in):+ Callahan Wealth Advisory $372.2M+ Pacific Wealth Management $371.9M · San Diego, CA+ Adg Wealth Management Group, LLC $336.3M · Metairie, LA+ Lonestar Registered Investment Advisors, LLC $336.2M · Lubbock, TX
Groton, CT
Stamford, CT
Southborough, MA
Assets under management$354.2M$372.1M$372.1M
Asset growth, last 2 years+46%+37%+31%
Advisory staff446
Individual clients2906261
Assets per client$1.2M$62M$1.4M
Clients per advisor73244
Main custodianSchwabGoldman SachsSchwab
Filing with the SEC since201520212017
Tools in their stack3–4
People on Advicer.bio4–5

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

ToolSightline Wealth Advisors, LLCRpo LLCLivelife Capital Partners LLC
Custodial Platform
Charles SchwabUses it–Uses it
NetX360 (Pershing)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
Envestnet MoneyGuideUses it––
Planning Light
AdvyzonUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Sightline Wealth Advisors, LLC: Schwab · Rpo LLC: Goldman Sachs · Livelife Capital Partners LLC: Schwab, Pershing