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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 Lm Advisors LLC (swap one in):+ Carrick Lane LLC $3.03B · New York, NY+ Globalt Investments $3.02B · Atlanta, GA+ Cfs Investment Advisory Services LLC $2.73B · Totowa, NJ+ Osborne Partners $2.65B · San Francisco, CA
San Diego, CA
Manhattan Beach, CA
Wexford, PA
Assets under management$2.88B$3.25B$3.03B
Asset growth, last 2 years+36%+46%+25%
Advisory staff8107
Individual clients540206222
Assets per client$5.3M$15.8M$13.7M
Clients per advisor682132
Main custodianMorgan StanleyFidelityFidelity
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack122
People on Advicer.bio5105

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

ToolLm Advisors LLCMonograph Wealth Advisors, LLCGibson Capital, LLC
Client File Sharing
ShareFile––Uses it
Performance Reporting
AddeparUses itUses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Lm Advisors LLC: Morgan Stanley, J.P. Morgan · Monograph Wealth Advisors, LLC: Fidelity, Schwab · Gibson Capital, LLC: Fidelity