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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+ Clp Asset Management, LLC $173.8M+ Jaykay Wealth Advisors, Inc. $173.8M · Houston, TX
Oklahoma City, OK
Assets under management$183M$192.2M$173.8M
Asset growth, last 2 years+45%+18%–
Advisory staff411
Individual clients1535687
Assets per client$1.2M$3.4M$2M
Clients per advisor385687
Main custodianPershingFidelity–
Filing with the SEC since201520212024
Tools in their stack1–6
People on Advicer.bio411

From each firm's latest Form ADV (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.

ToolNardis Advisors LLCGregory Lyle & Co.Servo Wealth Management LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
SEI––Uses it
Wealthscape (Fidelity)––Uses it
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Nardis Advisors LLC: Pershing · Gregory Lyle & Co.: Fidelity · Servo Wealth Management LLC: none listed