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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 Cannon Advisors (swap one in):+ D & G Advisory Group, L.l.c. $190.9M+ Lfg Wealth Partners, LLC $190.7M · Elizabethtown, KY+ Vannoy Advisory Group, Inc. $172.4M · Austin, TX+ Investor Advisory Group $172.1M · Charlotte, NC
Charlotte, NC
Cincinnati, OH
Liberty, MO
Assets under management$181.6M$190.8M$172.4M
Asset growth, last 2 years+33%+32%+55%
Advisory staff525
Individual clients228115188
Assets per client$796K$1.7M$917K
Clients per advisor465838
Main custodianSchwab–Schwab
Filing with the SEC since20212012 or earlier2024
Tools in their stack1–1
People on Advicer.bio625

From each firm's latest Form ADV (Mar 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.

ToolCannon AdvisorsMeyer Capital Management LLC.White Sand Wealth Management
Portfolio Management
OrionUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Cannon Advisors: Schwab · Meyer Capital Management LLC.: none listed · White Sand Wealth Management: Schwab