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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 Capital, LLC (swap one in):+ Lebenthal Global Advisors, LLC $971.8M · Hauppauge, NY+ Aufman Associates Inc $971.5M · Sewickley, PA+ Alongside, LLC $878.6M · Austin, TX+ Alpha Capital Management $871.4M · Austin, TX
Lakeway, TX
The Woodlands, TX
Savannah, GA
Assets under management$925.2M$984.6M$878.1M
Asset growth, last 2 years+209%+26%+33%
Advisory staff685
Individual clients310300239
Assets per client$3M$3.3M$3.7M
Clients per advisor523848
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2012 or earlier
Tools in their stack–62
People on Advicer.bio612–

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

ToolCoyle Capital, LLCAvion WealthChatham Capital Group Inc
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Box–Uses it–
Schedule Apps
Calendly–Uses it–
Video Meetings & Messaging
Zoom–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Coyle Capital, LLC: Schwab · Avion Wealth: Schwab, Fidelity · Chatham Capital Group Inc: Schwab