This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-16-2016
- Office Locations
- 1
Office Locations
About Layline Advisors
Layline Advisors is a Rochester, NY SEC-registered RIA providing ongoing financial planning and investment management through a fully independent, fee-only fiduciary model. Founded by CFA charterholder Mark Wyand after a decade on the institutional side, the firm emphasizes plain-English client dialogue and client-centered portfolio oversight. Custodies with Charles Schwab.
Reported data analysis
What the numbers show
Between March 14, 2025 and January 9, 2026, reported AUM increased 23.3%, from $106.5M to $131.3M.
Across 5 reported observations, AUM increased 103.9% between February 28, 2022 and January 9, 2026, from $64.4M to $131.3M.
Of the latest reported AUM, 85.5% is discretionary and 14.5% is non-discretionary.
The firm reports 3 advisory representatives and 129 clients, or 43 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on January 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Layline Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Layline Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK CARL WYAND
Chief Compliance Officer, FOUNDER, Investment Advisor
- CRD
- #5402543
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Matthew C Lechner
Financial Planner
- CRD
- #7022127
Charles Edward Ruff
--
- CRD
- #7174900
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,237,246 | $278,504 |
| Non-Discretionary | $19,074,340 | $1,271,623 |
| Total | $131,311,586 | $314,143 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Layline Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Layline Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.