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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 Talon LLC (swap one in):+ Lynx Investment Advisory, LLC $1.11B · Washington, DC+ Htg Investment Advisors Inc $1.11B · New Canaan, CT+ West Paces Advisors, Inc. $1.01B · Atlanta, GA+ Great Hill Capital, LLC $1.01B
San Juan, PR
Red Bank, NJ
Beverly Hills, CA
Assets under management$1.06B$1.11B$1.01B
Asset growth, last 2 years+26%+96%+22%
Advisory staff879
Individual clients1,921429340
Assets per client$552K$2.6M$3M
Clients per advisor2406138
Main custodianFidelityFidelityFidelity
Filing with the SEC since201920132020
Tools in their stack114
People on Advicer.bio9410

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

ToolTalon LLCLighthouse Financial Advisors, Inc.Aire Advisors, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Alternatives
iCapital––Uses it
Client File Sharing
ShareFile–Uses it–
CRM
HubSpotUses it––
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Talon LLC: Fidelity, Schwab, Altruist, Nationwide · Lighthouse Financial Advisors, Inc.: Fidelity · Aire Advisors, LLC: Fidelity