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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 Lincoln Management (swap one in):+ Summitview Advisors $68.3M+ Parlin Advisors LLC $68.2M · Hague, NY+ Cubed Systems $61.7M+ Forever Young Integrated Wealth $61.7M · Brighton, MI
Troy, MO
Assets under management$64.9M$68.2M$68.3M
Asset growth, last 2 years+2%––
Advisory staff221
Individual clients2917426
Assets per client$2.2M$392K$2.6M
Clients per advisor158726
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–1–
People on Advicer.bio22–

From each firm's latest Form ADV (Mar 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

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.

ToolLincoln ManagementSheller Wealth Management, Inc.Hfir LLC
Custodial Platform
LPL Financial (ClientWorks)–Uses it–