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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 Nardis Advisors LLC (swap one in):+ Oak Tree Investment Advisors $192.2M · Pittsburgh, PA+ Vines Capital Management, LLC $192.2M · Monroe, LA+ Jaykay Wealth Advisors, Inc. $173.8M · Houston, TX+ Servo Wealth Management LLC $173.8M · Oklahoma City, OK
Assets under management$183M$192.2M$173.8M
Asset growth, last 2 years+45%+18%+24%
Advisory staff411
Individual clients153566
Assets per client$1.2M$3.4M$29M
Clients per advisor38566
Main custodianPershingFidelitySchwab
Filing with the SEC since201520212021
Tools in their stack1––
People on Advicer.bio411

From each firm's latest Form ADV (Mar 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.

ToolNardis Advisors LLCGregory Lyle & Co.Clp Asset Management, LLC
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Nardis Advisors LLC: Pershing · Gregory Lyle & Co.: Fidelity · Clp Asset Management, LLC: Schwab