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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 Vestura, LLC (swap one in):+ Sightline Wealth Advisors, LLC $354.2M · Groton, CT+ Piedmont Wealth Advisory $353.7M · Reston, VA+ Lantern Wealth Advisors, LLC $319.9M · Melville, NY+ Alpha Wealth Management and Planning LLC $319.6M · Novato, CA
Hobart, WI
Jacksonville, FL
Portland, OR
Assets under management$336.7M$354M$354.3M
Asset growth, last 2 years+25%+53%+34%
Advisory staff356
Individual clients72110299
Assets per client$4.7M$3.2M$1.2M
Clients per advisor242250
Main custodian–FidelitySchwab
Filing with the SEC since2012 or earlier20162021
Tools in their stack214
People on Advicer.bio437

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

ToolVestura, LLCLife Planning Partners, Inc.Wealth Advisors Nw
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Acuity Scheduling––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Vestura, LLC: none listed · Life Planning Partners, Inc.: Fidelity · Wealth Advisors Nw: Schwab