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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
Charlotte, NC
Assets under management$1.23B$1.3B$1.31B
Asset growth, last 2 years+51%+133%+50%
Advisory staff12174
Individual clients1,9562,042206
Assets per client$631K$638K$6.4M
Clients per advisor16312052
Main custodianSchwabFidelitySchwab
Filing with the SEC since202020202024
Tools in their stack235
People on Advicer.bio13424

From each firm's latest Form ADV (Apr 2026, Sep 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 PartnersTopsail Wealth Management LLC
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)––Uses it
Client File Sharing
ShareFile–Uses it–
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoney–Uses itUses it
Schedule Apps
Acuity SchedulingUses it––
Video Meetings & Messaging
Zoom––Uses it

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