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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+ Ramsey Hill Asset Management LLC $132.1M+ Tripletail Wealth Management $132.1M · Orlando, FL
Austin, TX
Altoona, WI
Assets under management$139.3M$146.3M$132.3M
Asset growth, last 2 years+26%+31%+102%
Advisory staff232
Individual clients47414226
Assets per client$3M$353K$585K
Clients per advisor24138113
Main custodianFidelitySchwabSEI
Filing with the SEC since202020182021
Tools in their stack332
People on Advicer.bio232

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 IncJansen Wealth Management LLC
Custodial Platform
Charles Schwab–Uses it–
SEI––Uses it
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoney––Uses it
RightCapital (Right Capital)Uses it––
Client File Sharing
Egnyte–Uses it–
Planning Light
AdvyzonUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Lane Generational LLC: Fidelity · Fort Advisors Inc: Schwab · Jansen Wealth Management LLC: SEI