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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+ Beacon Financial Group $1.3B · Dallas, TX+ Cheviot Value Management, LLC $1.17B · Beverly Hills, CA+ Fortis Capital Management LLC $1.16B · Bellevue, WA
Seattle, WA
Madison, WI
Vancouver, WA
Assets under management$1.23B$1.3B$1.3B
Asset growth, last 2 years+51%+133%+60%
Advisory staff121710
Individual clients1,9562,0421,153
Assets per client$631K$638K$1.1M
Clients per advisor163120115
Main custodianSchwabFidelitySchwab
Filing with the SEC since202020202012 or earlier
Tools in their stack23–
People on Advicer.bio134210

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 PartnersSynergy Asset 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 · Synergy Asset Management, LLC: Schwab