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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 Lyke Financial (swap one in):+ Old Forge Wealth Management, LLC $99M · Warwick, RI+ Cove Financial Planning, LLC $99M+ Bridge Financial Strategies $89.5M · Scottsdale, AZ+ Aldemar Research Corporation $89.5M
Canton, OH
Boulder, CO
Longmont, CO
Assets under management$94.2M$99M$99M
Asset growth, last 2 years–––
Advisory staff132
Individual clients123115175
Assets per client$766K$861K$565K
Clients per advisor1233888
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–210
People on Advicer.bio131

From each firm's latest Form ADV (Feb 2026, Apr 2026, Jan 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.

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.

ToolLyke FinancialInsight, Corp.My Wealth Planners
Advisor Lead Gen
Fee-Only Network––Uses it
Advisory Fee Billing
AdvicePay––Uses it
Business Intelligence/Metrics
AdvisorEconomics––Uses it
CRM
HubSpot–Uses it–
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney–Uses itUses it
Investment Data/Analytics
YCharts––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Tax Planning
Holistiplan––Uses it
Workflow Support
Trainual––Uses it