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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 Ryan Financial Solutions, LLC (swap one in):+ Wealth Management Advisers, LLC $82.2M+ Biggin, Inc. $82.2M · Melville, NY+ Rpm Capital Management, LLC $74.3M+ Saber and Shield Wealth Management, L.l.c $74.3M · Garden Ridge, TX
Tualatin, OR
Portland, OR
Grand Island, NY
Assets under management$78.3M$82.8M$74.3M
Asset growth, last 2 years–+80%+22%
Advisory staff223
Individual clients247170203
Assets per client$317K$487K$366K
Clients per advisor1248568
Main custodian––Schwab
Filing with the SEC since20262012 or earlier2018
Tools in their stack–2–
People on Advicer.bio224

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

ToolRyan Financial Solutions, LLCMiller Financial Group, LLCLytle Investments
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy Kraken–Uses it–

Custodians on Form ADV: Ryan Financial Solutions, LLC: none listed · Miller Financial Group, LLC: none listed · Lytle Investments: Schwab