Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Mclean Asset Management Corp. $993.9M · Tysons, VA+ Brown | Miller Wealth Management, LLC $991.1M · Mclean, VA+ Kelman Lazarov Inc $894.6M · Memphis, TN+ Makrod Investment Associates Inc $894.4M · Verona, NJ
Ashton, MD
San Francisco, CA
New York, NY
Assets under management$942.8M$992.9M$895.1M
Asset growth, last 2 years+22%–+43%
Advisory staff674
Individual clients240624111
Assets per client$3.9M$1.6M$8.1M
Clients per advisor408928
Main custodianSchwabSchwabInteractive Brokers
Filing with the SEC since2012 or earlier20242016
Tools in their stack–2–
People on Advicer.bio695

From each firm's latest Form ADV (Apr 2026, Mar 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 LLCMaytech Global Investments
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Lafayette Investments, Inc.: Schwab · Syntheticfi LLC: Schwab · Maytech Global Investments: Interactive Brokers, Schwab