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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 The Wealth Collective, LLC (swap one in):+ Jkm Wealth Management Inc $44.6M · Boca Raton, FL+ Qualified Planning $44.6M · San Diego, CA+ Alpha & Omega $40.3M · La Mesa, CA+ Bridger Financial Services, LLC $40.2M · Temecula, CA
Los Angeles, CA
San Francisco, CA
Takoma Park, MD
Assets under management$42.5M$45M$44.6M
Asset growth, last 2 years+119%––
Advisory staff112
Individual clients492829
Assets per client$867K$1.6M$1.5M
Clients per advisor492815
Main custodianSchwab––
Filing with the SEC since202020262026
Tools in their stack5–3
People on Advicer.bio112

From each firm's latest Form ADV (Feb 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

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.

ToolThe Wealth Collective, LLCTl-B Capital ManagementLifetime Financial
Financial Planning
HazelUses it––
RightCapital (Right Capital)Uses it––
CRM
Slant (Slant CRM)Uses it––
Planning Light
AdvyzonUses it––
Risk Tolerance
DataPoints––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it–Uses it

Custodians on Form ADV: The Wealth Collective, LLC: Schwab · Tl-B Capital Management: none listed · Lifetime Financial: none listed