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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 Steinmetz Financial Planning (swap one in):+ Marathon Retirement Planning $64.3M · Dublin, CA+ Advanta Wealth Management $63.8M · Lynchburg, VA+ Win Team Advisory Services $57.6M · Irvine, CA+ Globe & Anchor Wealth Management & Financial Planning, LLC $57.5M · Walnut Creek, CA
Redwood City, CA
Diamond Bar, CA
La Paz
Assets under management$60.7M$64.2M$63.8M
Asset growth, last 2 years––+41%
Advisory staff131
Individual clients2912690
Assets per client$2.1M$509K$709K
Clients per advisor294290
Main custodian––Fidelity
Filing with the SEC since202620262020
Tools in their stack–––
People on Advicer.bio13–

From each firm's latest Form ADV (Jan 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Steinmetz Financial Planning: none listed · Lagos Wealth Advisors: none listed · Otg Asset Management, LTD.: Fidelity