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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 Kershner, Grosso & Co. (swap one in):+ Circle Advisers Inc $868.2M · New York, NY+ Vantage Financial Group, Inc. $866.9M · Cleveland, OH+ Deltec Asset Management LLC $782.8M · New York, NY+ Lipe & Dalton Investment Counsel $779.9M · Syracuse, NY
Saratoga Spring, NY
White Plains, NY
Sherman Oaks, CA
Assets under management$825.5M$880.5M$867.9M
Asset growth, last 2 years+127%+89%+76%
Advisory staff6515
Individual clients525–320
Assets per client$1.6M–$2.7M
Clients per advisor88–21
Main custodianSchwabRBCSchwab
Filing with the SEC since2012 or earlier2012 or earlier2016
Tools in their stack1–2
People on Advicer.bio1–17

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

ToolKershner, Grosso & Co.Lyonross Capital Management, LLCHighline Wealth Partners
Custodial Platform
Charles SchwabUses it––
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Kershner, Grosso & Co.: Schwab · Lyonross Capital Management, LLC: RBC · Highline Wealth Partners: Schwab