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 Lantz Financial LLC (swap one in):+ Coyle $1.05B · Glenview, IL+ Rpg Investment Advisory, LLC $1.04B · Pleasanton, CA+ Hartline Investment Corporation $935.5M · Winnetka, IL+ Financial Solutions Advisory Group $935M · Chicago, IL
Naperville, IL
Oakbrook Terrace, IL
Deerfield, IL
Assets under management$994.1M$1.05B$938.4M
Asset growth, last 2 years+41%+99%+31%
Advisory staff6135
Individual clients6691,675383
Assets per client$1.5M$629K$2.5M
Clients per advisor11212977
Main custodianSchwabSchwabFidelity
Filing with the SEC since201820152012 or earlier
Tools in their stack–21
People on Advicer.bio7175

From each firm's latest Form ADV (Sep 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.

ToolLantz Financial LLCGoldstone Financial Group, LLCRoberts, Glore & Co.
Digital Marketing
WealthReach–Uses it–
Financial Planning
eMoney–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Lantz Financial LLC: Schwab · Goldstone Financial Group, LLC: Schwab, Fidelity · Roberts, Glore & Co.: Fidelity