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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 Lynch & Associates (swap one in):+ Montz Harcus Wealth Management $876.3M · New Orleans, LA+ Leisure Capital Management, Inc. $874M · Costa Mesa, CA+ Westhill Financial Advisors, Inc. $789.4M · San Rafael, CA+ Sycamore Financial Group $787.4M · Kokomo, IN
Newburgh, IN
Minneapolis, MN
Lake Oswego, OR
Assets under management$831.1M$874.7M$875.8M
Asset growth, last 2 years+35%+64%+32%
Advisory staff625
Individual clients6811,0171,140
Assets per client$1.2M$860K$768K
Clients per advisor114509228
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20172013
Tools in their stack1––
People on Advicer.bio757

From each firm's latest Form ADV (Feb 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

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.

ToolLynch & AssociatesRunning Oak Capital LLCCgc Financial Services
Custodial Platform
Wealthscape (Fidelity)Uses it––

Custodians on Form ADV: Lynch & Associates: Fidelity · Running Oak Capital LLC: Fidelity, Schwab · Cgc Financial Services: Schwab, Voya Financial Partners, LLC