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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 Lbmc Investment Advisors, LLC (swap one in):+ Corient Shc Wealth Management (US) LP $2.34B · Philadelphia, PA+ Keystone Financial Group, LLC $2.34B · Lexington, KY+ Suncoast Equity Management, LLC $2.11B · Tampa, FL+ Vanderbilt Advisory Services $2.11B · Woodbury, NY
Brentwood, TN
Jackson, TN
Chattanooga, TN
Assets under management$2.23B$2.45B$2.42B
Asset growth, last 2 years+23%+67%+151%
Advisory staff31032
Individual clients4858,63117,092
Assets per client$4.6M$284K$142K
Clients per advisor162848,546
Main custodianSchwabSchwab–
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack112
People on Advicer.bio41192

From each firm's latest Form ADV (Mar 2026, Oct 2026, Sep 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.

ToolLbmc Investment Advisors, LLCSilver Oak Securities, Inc.Future Capital
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Lbmc Investment Advisors, LLC: Schwab, Fidelity · Silver Oak Securities, Inc.: Schwab · Future Capital: none listed