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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 Aspire Capital Advisors LLC (swap one in):+ Topsail Wealth Management LLC $1.31B · Charlotte, NC+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Cheviot Value Management, LLC $1.17B · Beverly Hills, CA+ Fortis Capital Management LLC $1.16B · Bellevue, WA
Seattle, WA
Madison, WI
Dallas, TX
Assets under management$1.23B$1.3B$1.3B
Asset growth, last 2 years+51%+133%+38%
Advisory staff12178
Individual clients1,9562,0421,052
Assets per client$631K$638K$1.2M
Clients per advisor163120132
Main custodianSchwabFidelitySchwab
Filing with the SEC since202020202012 or earlier
Tools in their stack234
People on Advicer.bio13428

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

ToolAspire Capital Advisors LLCMadison PartnersBeacon Financial Group
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFile–Uses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoney–Uses itUses it
Portfolio Management
NDEX––Uses it
Schedule Apps
Acuity SchedulingUses it–Uses it

Custodians on Form ADV: Aspire Capital Advisors LLC: Schwab · Madison Partners: Fidelity, Schwab · Beacon Financial Group: Schwab, Fidelity