Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Vestura, LLC (swap one in):+ Wealth Advisors Nw $354.3M · Portland, OR+ Sightline Wealth Advisors, LLC $354.2M · Groton, CT+ Lantern Wealth Advisors, LLC $319.9M · Melville, NY+ Alpha Wealth Management and Planning LLC $319.6M · Novato, CA
Hobart, WI
Jacksonville, FL
Reston, VA
Assets under management$336.7M$354M$353.7M
Asset growth, last 2 years+25%+53%–
Advisory staff353
Individual clients72110215
Assets per client$4.7M$3.2M$1.6M
Clients per advisor242272
Main custodian–Fidelity–
Filing with the SEC since2012 or earlier20162024
Tools in their stack212
People on Advicer.bio433

From each firm's latest Form ADV (Aug 2026, Jan 2026, Sep 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.

ToolVestura, LLCLife Planning Partners, Inc.Piedmont Wealth Advisory
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoney–Uses itUses it
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Vestura, LLC: none listed · Life Planning Partners, Inc.: Fidelity · Piedmont Wealth Advisory: none listed