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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 Coyle (swap one in):+ Integrity Advisory Solutions $1.1B · Dallas, TX+ Coppell Advisory Solutions LLC $1.1B · Dallas, TX+ Passive Capital Management, LLC $996.9M · Syracuse, NY+ Lantz Financial LLC $994.1M · Naperville, IL
Glenview, IL
Northbrook, IL
Chicago, IL
Assets under management$1.05B$1.11B$1.1B
Asset growth, last 2 years+28%+30%+67%
Advisory staff1023
Individual clients438189239
Assets per client$2.4M$5.9M$4.6M
Clients per advisor449580
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack2–1
People on Advicer.bio1133

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

ToolCoyleArthur M. Cohen & Associates LLCRiverbend Capital Advisors, LLC
Website Builders
Squarespace––Uses it
WebflowUses it––
Custodial Platform
Charles SchwabUses it––

Custodians on Form ADV: Coyle: Schwab · Arthur M. Cohen & Associates LLC: Pershing · Riverbend Capital Advisors, LLC: Schwab, Fidelity