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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 Lane Generational LLC (swap one in):+ The Wealth Advantage Group, Inc. $146.4M · Columbus, OH+ Birdrock Wealth $146.3M · Austin, TX+ Jansen Wealth Management LLC $132.3M · Altoona, WI+ Ramsey Hill Asset Management LLC $132.1M
Austin, TX
Brentwood, TN
Assets under management$139.3M$146.3M$146.4M
Asset growth, last 2 years+26%+31%+21%
Advisory staff233
Individual clients4741449
Assets per client$3M$353K$3M
Clients per advisor2413816
Main custodianFidelitySchwabSchwab
Filing with the SEC since202020182012 or earlier
Tools in their stack331
People on Advicer.bio233

From each firm's latest Form ADV (May 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.

ToolLane Generational LLCFort Advisors IncJ. Mark Nickell & Co.
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)Uses it––
Client File Sharing
Egnyte–Uses it–
CRM
Envestnet Tamarac––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Lane Generational LLC: Fidelity · Fort Advisors Inc: Schwab · J. Mark Nickell & Co.: Schwab