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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 Lt Advisors LLC (swap one in):+ Benson Avenue Capital, LLC $56.3M+ Kellner Capital Management, Inc. $56.3M · Philadelphia, PA+ Carosa, Stanton & Depaolo Asset Management, LLC $50.7M · Mendon, NY+ Personal Asset Strategies, Inc. $50.6M · Westbury, NY
New City, NY
Atlanta, GA
San Francisco, CA
Assets under management$53.5M$56.3M$56.2M
Asset growth, last 2 years–––
Advisory staff111
Individual clients1710024
Assets per client$3.1M$563K$2.3M
Clients per advisor1710024
Main custodianSchwab––
Filing with the SEC since202420262026
Tools in their stack–1–
People on Advicer.bio11–

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

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.

ToolLt Advisors LLCTroika Capital Advisors, LLCTepper Capital Management
Custodial Platform
NetX360 (Pershing)–Uses it–

Custodians on Form ADV: Lt Advisors LLC: Schwab · Troika Capital Advisors, LLC: none listed · Tepper Capital Management: none listed