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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):+ Gibson Capital, LLC $3.03B · Wexford, PA+ Carrick Lane LLC $3.03B · New York, NY+ Cfs Investment Advisory Services LLC $2.73B · Totowa, NJ+ Osborne Partners $2.65B · San Francisco, CA
San Diego, CA
Manhattan Beach, CA
Atlanta, GA
Assets under management$2.88B$3.25B$3.02B
Asset growth, last 2 years+36%+46%+14%
Advisory staff81018
Individual clients5402063,062
Assets per client$5.3M$15.8M$987K
Clients per advisor6821170
Main custodianMorgan StanleyFidelityFidelity
Filing with the SEC since2012 or earlier20142023
Tools in their stack121
People on Advicer.bio51012

From each firm's latest Form ADV (Mar 2026, Sep 2026, Apr 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, LLCGlobalt Investments
Performance Reporting
AddeparUses itUses it–
Website Builders
Squarespace–Uses itUses it

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