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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
Orlando, FL
Assets under management$139.3M$146.3M$132.1M
Asset growth, last 2 years+26%+31%+89%
Advisory staff232
Individual clients4741474
Assets per client$3M$353K$1.8M
Clients per advisor2413837
Main custodianFidelitySchwabSchwab
Filing with the SEC since202020182022
Tools in their stack333
People on Advicer.bio232

From each firm's latest Form ADV (May 2026, Mar 2026, Oct 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 IncTripletail Wealth Management
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)Uses it––
Client File Sharing
Egnyte–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–
Website Builders
Squarespace––Uses it

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