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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 Loynd Capital Management (swap one in):+ Carolopolis Fiduciary Counsel, Inc. $25.2M+ Green View Advisors LLC $25.2M+ Fondren Oaks Capital Management $22.8M · Dallas, TX+ Bokeh Capital Partners LLC $22.8M
Marblehead, MA
Wakefield, MA
Assets under management$24M$25.4M$25.2M
Asset growth, last 2 years––−5%
Advisory staff111
Individual clients36543
Assets per client$667K$471K$8.4M
Clients per advisor36543
Main custodian––Schwab
Filing with the SEC since202520262021
Tools in their stack–1–
People on Advicer.bio111

From each firm's latest Form ADV (Oct 2025, Sep 2026, Aug 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.

ToolLoynd Capital ManagementOxford Martin, LLCCdb Advisory & Consulting
Website Builders
Wix–Uses it–

Custodians on Form ADV: Loynd Capital Management: none listed · Oxford Martin, LLC: none listed · Cdb Advisory & Consulting: Schwab