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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):+ Beacon Financial Group $1.3B · Dallas, TX+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Straightline $1.17B · Troy, MI+ Fortis Capital Management LLC $1.16B · Bellevue, WA
Seattle, WA
Madison, WI
Beverly Hills, CA
Assets under management$1.23B$1.3B$1.17B
Asset growth, last 2 years+51%+133%+42%
Advisory staff12177
Individual clients1,9562,042578
Assets per client$631K$638K$2M
Clients per advisor16312083
Main custodianSchwabFidelitySchwab
Filing with the SEC since202020202013
Tools in their stack23–
People on Advicer.bio13428

From each firm's latest Form ADV (Apr 2026, Sep 2026, Oct 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 PartnersCheviot Value Management, LLC
Client File Sharing
ShareFile–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoney–Uses it–
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Aspire Capital Advisors LLC: Schwab · Madison Partners: Fidelity, Schwab · Cheviot Value Management, LLC: Schwab