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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 Lynnleigh & Company, LLC (swap one in):+ Pathmont Investment Management $169.7M · Seattle, WA+ Family Cfo, LLC $169.7M+ Wise Wealth Partners, LLC $153.5M · Phoenix, AZ+ Northlanding Financial Partners, LLC $152.2M · Rochester, NY
Pittsford, NY
Garden City, NY
New York, NY
Assets under management$161.5M$171.1M$152.9M
Asset growth, last 2 years+44%+237%+24%
Advisory staff323
Individual clients28110147
Assets per client$575K$1.7M$3.3M
Clients per advisor945116
Main custodianSchwabSchwabFidelity
Filing with the SEC since201620222012 or earlier
Tools in their stack3–2
People on Advicer.bio322

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

ToolLynnleigh & Company, LLCHegarty Advisors, LLCLivian & Co.
Website Builders
SquarespaceUses it––
Wix––Uses it
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Lynnleigh & Company, LLC: Schwab · Hegarty Advisors, LLC: Schwab · Livian & Co.: Fidelity