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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 Garrett Nagle & Co., Inc. (swap one in):+ Reitz Capital Advisors LLC $103.4M · Freeland, MI+ Virginia Estate and Retirement Planning Advisors, Inc. $103.4M · Glen Allen, VA+ Tapparo Capital Management $93.3M · Topsfield, MA+ Connolly Financial Advisors, Inc. $93.3M · North Andover, MA
Woburn, MA
Sioux Falls, SD
Assets under management$98.4M$103.4M$103.3M
Asset growth, last 2 years+18%–+277%
Advisory staff211
Individual clients8419458
Assets per client$1.2M$533K$1.8M
Clients per advisor4219458
Main custodian––Schwab
Filing with the SEC since2012 or earlier20262019
Tools in their stack–22
People on Advicer.bio–11

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

ToolGarrett Nagle & Co., Inc.Hyline WealthViewpoint Advisory, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab–Uses it–
Portfolio Management
Blueleaf–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Garrett Nagle & Co., Inc.: none listed · Hyline Wealth: none listed · Viewpoint Advisory, LLC: Schwab