Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Retirement Advisors, LLC. (swap one in):+ Resources Asset Management LLC $20.9M+ Group W Investment Management LLC $20.9M · Bozeman, MT+ Whitestone Wealth Advisors, LLC $18.8M · Rowlett, TX+ The Retirement Specialist of Central Ohio $18.8M · Newark, OH
Canal Winchester, OH
Mckinney, TX
Assets under management$19.8M$20.9M$20.8M
Asset growth, last 2 years––−25%
Advisory staff112
Individual clients843529
Assets per client$236K$596K$719K
Clients per advisor843515
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack–28
People on Advicer.bio112

From each firm's latest Form ADV (Jan 2026, Jul 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

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 Retirement Advisors, LLC.Reiber WealthMacro Wealth Advisors, Inc.
Custodial Platform
Altruist––Uses it
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Kerdora––Uses it
Website Builders
Squarespace–Uses it–
Wix––Uses it
Advisory Fee Billing
AdvicePay––Uses it
Client Texting
CurrentClient––Uses it
CRM
Slant (Slant CRM)––Uses it
Schedule Apps
Calendly–Uses it–