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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 Lenk Ladner Investment Solutions LLC (swap one in):+ Lexington Research and Capital Group, LLC $354.5M · Fayetteville, AR+ Wealth Advisors Nw $354.3M · Portland, OR+ Tradewell Tax & Financial $320.4M · Fort Wayne, IN+ Sawyer & Co Inc $320.1M · Boston, MA
Osterville, MA
Billings, MT
Atlanta, GA
Assets under management$337.3M$354.3M$354.7M
Asset growth, last 2 years+15%+558%+18%
Advisory staff3410
Individual clients270159379
Assets per client$1.2M$2.2M$936K
Clients per advisor904038
Main custodianSchwab–Schwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–4–
People on Advicer.bio169

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

ToolLenk Ladner Investment Solutions LLCCapstone WealthResurgent Advisors
Custodial Platform
Charles Schwab–Uses it–
Vanguard–Uses it–
Financial Planning
eMoney–Uses it–
Investment Data/Analytics
Morningstar–Uses it–

Custodians on Form ADV: Lenk Ladner Investment Solutions LLC: Schwab · Capstone Wealth: none listed · Resurgent Advisors: Schwab, Raymond James