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.

Zuwa Financial LLC
Lake Highlands Capital Management
Valor Financial Planning

	Zuwa Financial LLC Lewisville, TX	Lake Highlands Capital Management Dallas, TX	Valor Financial Planning Johnson City, TN
Assets under management	$740K	$810K	$777K
Asset growth, last 2 years	–	–	–
Advisory staff	1	1	1
Individual clients	20	–	43
Assets per client	$37K	–	$18K
Clients per advisor	20	–	43
Main custodian	–	–	–
Filing with the SEC since	2024	2021	2026
Tools in their stack	–	–	2
People on Advicer.bio	1	1	1

From each firm's latest Form ADV (Mar 2024, Jan 2021, 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.