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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 Capital Synergy Partners (swap one in):+ Overland Park Wealth Management LLC $107.5M · Overland Park, KS+ Domask Wealth Management, LLC $107.5M · Phoenix, AZ+ Wealth Legacy Group, Inc. $97.2M · San Diego, CA+ The Holland Group, Inc. $96.4M · San Diego, CA
Irvine, CA
Thousand Oaks Drive, CA
Denton, TX
Assets under management$102.3M$107.7M$107.5M
Asset growth, last 2 years+3%–+277%
Advisory staff1312
Individual clients33112498
Assets per client$309K$869K$1.1M
Clients per advisor2512449
Main custodian––Schwab
Filing with the SEC since201920262022
Tools in their stack––4
People on Advicer.bio1912

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

ToolCapital Synergy PartnersMark Smith Financial Services, Inc.Kipos Wealth
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Capital Synergy Partners: none listed · Mark Smith Financial Services, Inc.: none listed · Kipos Wealth: Schwab