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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 Lloyd Park, LLC (swap one in):+ Pointer Financial Advisors LLC $176.4M · Columbia, MD+ Nerad + Deppe Wealth Management $176.3M · La Jolla, CA+ Adare Asset Management, LLC $159.3M · Lancaster, PA+ Fusco Financial Services Inc $159.3M · Wilton Manors, FL
Ashland, OH
Assets under management$167.9M$176.4M$159.4M
Asset growth, last 2 years+1%+25%–
Advisory staff112
Individual clients97371410
Assets per client$1.7M$475K$389K
Clients per advisor97371205
Main custodianSchwabSchwabSchwab
Filing with the SEC since20172012 or earlier2024
Tools in their stack–––
People on Advicer.bio112

From each firm's latest Form ADV (Feb 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Lloyd Park, LLC: Schwab, Goldman Sachs · Livelsberger Financial Advisory: Schwab · Cornerstone Alternatives: Schwab