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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 Lantz Financial LLC (swap one in):+ Coyle $1.05B · Glenview, IL+ Rpg Investment Advisory, LLC $1.04B · Pleasanton, CA+ Roberts, Glore & Co. $938.4M · Deerfield, IL+ Hartline Investment Corporation $935.5M · Winnetka, IL
Naperville, IL
Oakbrook Terrace, IL
College Station, TX
Assets under management$994.1M$1.05B$1.05B
Asset growth, last 2 years+41%+99%+54%
Advisory staff61314
Individual clients6691,675437
Assets per client$1.5M$629K$2.4M
Clients per advisor11212931
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820152012 or earlier
Tools in their stack–22
People on Advicer.bio71713

From each firm's latest Form ADV (Sep 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.

ToolLantz Financial LLCGoldstone Financial Group, LLCParagon Financial Advisors
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
WealthReach–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Lantz Financial LLC: Schwab · Goldstone Financial Group, LLC: Schwab, Fidelity · Paragon Financial Advisors: Schwab