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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 Lafayette Investments, Inc. (swap one in):+ Lantz Financial LLC $994.1M · Naperville, IL+ Mclean Asset Management Corp. $993.9M · Tysons, VA+ Maytech Global Investments $895.1M · New York, NY+ Kelman Lazarov Inc $894.6M · Memphis, TN
Ashton, MD
San Francisco, CA
Mclean, VA
Assets under management$942.8M$992.9M$991.1M
Asset growth, last 2 years+22%–+45%
Advisory staff6711
Individual clients240624487
Assets per client$3.9M$1.6M$2M
Clients per advisor408944
Main custodianSchwabSchwabWells Fargo
Filing with the SEC since2012 or earlier20242019
Tools in their stack–22
People on Advicer.bio6911

From each firm's latest Form ADV (Apr 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.

ToolLafayette Investments, Inc.Syntheticfi LLCBrown | Miller Wealth Management, LLC
CRM
HubSpot––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Lafayette Investments, Inc.: Schwab · Syntheticfi LLC: Schwab · Brown | Miller Wealth Management, LLC: Wells Fargo