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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+ Cheviot Value Management, LLC $1.17B · Beverly Hills, CA+ Fortis Capital Management LLC $1.16B · Bellevue, WA
Seattle, WA
Madison, WI
Troy, MI
Assets under management$1.23B$1.3B$1.17B
Asset growth, last 2 years+51%+133%+4%
Advisory staff121710
Individual clients1,9562,0422,358
Assets per client$631K$638K$496K
Clients per advisor163120236
Main custodianSchwabFidelitySchwab
Filing with the SEC since202020202012 or earlier
Tools in their stack233
People on Advicer.bio134210

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

ToolAspire Capital Advisors LLCMadison PartnersStraightline
Digital Marketing
Mailchimp––Uses it
Snappy KrakenUses it––
Financial Planning
eMoney–Uses it–
Envestnet MoneyGuide––Uses it
Client File Sharing
ShareFile–Uses it–
CRM
Envestnet Tamarac––Uses it
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
Acuity SchedulingUses it––

Custodians on Form ADV: Aspire Capital Advisors LLC: Schwab · Madison Partners: Fidelity, Schwab · Straightline: Schwab, Fidelity, TIAA-Cref Individual & Institutional Services, LLC, Transamerica Asset Management Inc