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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+ Cgc Financial Services $875.8M · Lake Oswego, OR+ Westhill Financial Advisors, Inc. $789.4M · San Rafael, CA+ Sycamore Financial Group $787.4M · Kokomo, IN
Newburgh, IN
Minneapolis, MN
Costa Mesa, CA
Assets under management$831.1M$874.7M$874M
Asset growth, last 2 years+35%+64%+24%
Advisory staff625
Individual clients6811,017339
Assets per client$1.2M$860K$2.6M
Clients per advisor11450968
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack1–2
People on Advicer.bio755

From each firm's latest Form ADV (Feb 2026, Aug 2026, Oct 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 LLCLeisure Capital Management, Inc.
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)Uses it––
CRM
Envestnet Tamarac––Uses it

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