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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 Gregory Lyle & Co. (swap one in):+ Kcd Financial, Inc. $202.1M · Green Bay, WI+ J M Brown Financial Partners $202.1M · Tulsa, OK+ Snavely Associates Financial Services $182.6M · Lemoyne, PA+ Godfrey Financial Associates, Inc. $182.5M · Glenmont, NY
Springboro, OH
Plymouth, MN
Assets under management$192.2M$202M$201.9M
Asset growth, last 2 years+18%–+42%
Advisory staff133
Individual clients56272136
Assets per client$3.4M$743K$1.5M
Clients per advisor569145
Main custodianFidelityFidelitySchwab
Filing with the SEC since202120242021
Tools in their stack––5
People on Advicer.bio133

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

ToolGregory Lyle & Co.Mccarthy Wealth & Tax AdvisorsGreat River Financial
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Gregory Lyle & Co.: Fidelity · Mccarthy Wealth & Tax Advisors: Fidelity · Great River Financial: Schwab