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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 Livian & Co. (swap one in):+ Kelly Wealth Management, Inc. $160.6M · Royal Oak, MI+ Dorman Financial Management, P.a. $160.6M · Maitland, FL+ Capital Management Services, Inc. $145.2M · Manchester, MO+ Stapp Wealth Management, PLLC $145.1M · Olympia, WA
New York, NY
Pittsford, NY
Chicago, IL
Assets under management$152.9M$161.5M$160.7M
Asset growth, last 2 years+24%+44%+21%
Advisory staff334
Individual clients47281104
Assets per client$3.3M$575K$1.5M
Clients per advisor169426
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20162022
Tools in their stack233
People on Advicer.bio234

From each firm's latest Form ADV (Apr 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.

ToolLivian & Co.Lynnleigh & Company, LLCSteward Advisors, LLC
Website Builders
Squarespace–Uses it–
WixUses it––
Custodial Platform
Charles Schwab–Uses itUses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoney–Uses itUses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Livian & Co.: Fidelity · Lynnleigh & Company, LLC: Schwab · Steward Advisors, LLC: Schwab