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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 Great Ocean Road Financial (swap one in):+ Lewis Weil Co. $8.2M · Austin, TX+ Eclipse Asset Management LLC $8.2M+ Patton Hall, LLC $7.4M+ Nn Investment Advisory, LLC $7.4M
Naperville, IL
Assets under management$7.8M$8.2M$7.4M
Asset growth, last 2 years––+190%
Advisory staff114
Individual clients1762,223
Assets per client$459K$1.4M$3K
Clients per advisor176556
Main custodian––RBC
Filing with the SEC since202620262019
Tools in their stack–––
People on Advicer.bio111

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Great Ocean Road Financial: none listed · Financial Lifemaps: none listed · Access Softek Advisory Services: RBC