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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 Darwin Wealth Management (swap one in):+ Blue Fin Capital, Inc. $755.9M · Warren, RI+ Total Clarity Wealth Management, Inc $755.4M · St. Charles, IL+ Synergy Investment Management LLC $681.5M · Altamonte Springs, FL+ Hudson Value Partners, LLC $678.3M · Palm Beach, FL
Tampa, FL
Saint Petersburg, FL
Goodlettsville, TN
Assets under management$717.8M$755.6M$755.7M
Asset growth, last 2 years+26%+54%+100%
Advisory staff6114
Individual clients8441322,469
Assets per client$850K$5.7M$306K
Clients per advisor141132176
Main custodianGoldman SachsSchwabSchwab
Filing with the SEC since201420232016
Tools in their stack–4–
People on Advicer.bio12114

From each firm's latest Form ADV (Oct 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.

ToolDarwin Wealth ManagementLighthouse FinancialSageguard Financial Group, LLC
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Darwin Wealth Management: Goldman Sachs, Schwab · Lighthouse Financial: Schwab · Sageguard Financial Group, LLC: Schwab