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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):+ Schaefer Financial Management, Inc. $1.11B · Centennial, CO+ Htg Investment Advisors Inc $1.11B · New Canaan, CT+ Aire Advisors, LLC $1.01B · Beverly Hills, CA+ West Paces Advisors, Inc. $1.01B · Atlanta, GA
San Juan, PR
Red Bank, NJ
Washington, DC
Assets under management$1.06B$1.11B$1.11B
Asset growth, last 2 years+26%+96%+3%
Advisory staff8710
Individual clients1,921429214
Assets per client$552K$2.6M$5.2M
Clients per advisor2406121
Main custodianFidelityFidelitySchwab
Filing with the SEC since201920132012 or earlier
Tools in their stack111
People on Advicer.bio9411

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

ToolTalon LLCLighthouse Financial Advisors, Inc.Lynx Investment Advisory, LLC
CRM
HubSpotUses it––
SS&C Black Diamond––Uses it
Client File Sharing
ShareFile–Uses it–

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