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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 Black Cypress Capital (swap one in):+ Sawyer & Co Inc $320.1M · Boston, MA+ Lantern Wealth Advisors, LLC $319.9M · Melville, NY+ Grant Koehler & Levin LTD. $289.4M+ Gradient Advisors, LLC $289.3M · Arden Hills, MN
Orange, CA
Clayton, MO
Assets under management$304.6M$319.9M$320M
Asset growth, last 2 years+71%+39%+53%
Advisory staff194
Individual clients6867373
Assets per client$4.5M$475K$4.4M
Clients per advisor687518
Main custodianFidelityLPL FinancialFidelity
Filing with the SEC since202020182021
Tools in their stack––2
People on Advicer.bio194

From each firm's latest Form ADV (Mar 2026, Jul 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.

ToolBlack Cypress CapitalSecura FinancialVista Finance, LLC
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy Kraken––Uses it

Custodians on Form ADV: Black Cypress Capital: Fidelity, Interactive Brokers · Secura Financial: LPL Financial, Schwab · Vista Finance, LLC: Fidelity