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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):+ Cgc Financial Services $875.8M · Lake Oswego, OR+ 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
Coatesville, PA
Assets under management$831.1M$874.7M$788.3M
Asset growth, last 2 years+35%+64%+84%
Advisory staff621
Individual clients6811,017589
Assets per client$1.2M$860K$1.3M
Clients per advisor114509589
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack1–4
People on Advicer.bio751

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

ToolLynch & AssociatesRunning Oak Capital LLCHoey Investments, Inc.
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)Uses it––
CRM
Envestnet Tamarac––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Lynch & Associates: Fidelity · Running Oak Capital LLC: Fidelity, Schwab · Hoey Investments, Inc.: Schwab