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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 Emerald Advisors, LLC (swap one in):+ Lantz Financial LLC $994.1M · Naperville, IL+ Mclean Asset Management Corp. $993.9M · Tysons, VA+ Bcg Securities, Inc. $894.2M · Cherry Hill, NJ+ Atlantic Private Wealth, LLC $894M · Chapel Hill, NC
Bellevue, WA
San Francisco, CA
Mclean, VA
Assets under management$941.4M$992.9M$991.1M
Asset growth, last 2 years+39%–+45%
Advisory staff4711
Individual clients215624487
Assets per client$4.4M$1.6M$2M
Clients per advisor548944
Main custodianFidelitySchwabWells Fargo
Filing with the SEC since201920242019
Tools in their stack422
People on Advicer.bio4911

From each firm's latest Form ADV (Sep 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.

ToolEmerald Advisors, LLCSyntheticfi LLCBrown | Miller Wealth Management, LLC
Schedule Apps
Calendly–Uses it–
GRemindersUses it––
CRM
HubSpot––Uses it
Custodial Platform
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Portfolio Management
OrionUses it––
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Emerald Advisors, LLC: Fidelity, Schwab · Syntheticfi LLC: Schwab · Brown | Miller Wealth Management, LLC: Wells Fargo