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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
Denver, CO
Assets under management$925.2M$984.6M$973M
Asset growth, last 2 years+209%+26%+148%
Advisory staff6836
Individual clients3103002,127
Assets per client$3M$3.3M$457K
Clients per advisor523859
Main custodianSchwabSchwabSchwab
Filing with the SEC since20192012 or earlier2021
Tools in their stack–63
People on Advicer.bio61241

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 WealthMaia Wealth
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Box–Uses it–
CRM
Envestnet Tamarac–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
Calendly–Uses itUses it
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Coyle Capital, LLC: Schwab · Avion Wealth: Schwab, Fidelity · Maia Wealth: Schwab