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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 Eq Wealth Management (swap one in):+ Mclean Asset Management Corp. $993.9M · Tysons, VA+ Brown | Miller Wealth Management, LLC $991.1M · Mclean, VA+ Kelman Lazarov Inc $894.6M · Memphis, TN+ Makrod Investment Associates Inc $894.4M · Verona, NJ
San Francisco, CA
Cherry Hill, NJ
Assets under management$941.7M$992.9M$894.2M
Asset growth, last 2 years+59%–+30%
Advisory staff8733
Individual clients5256242,060
Assets per client$1.8M$1.6M$434K
Clients per advisor668962
Main custodianFidelitySchwab–
Filing with the SEC since201720242012 or earlier
Tools in their stack52–
People on Advicer.bio9935

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

ToolEq Wealth ManagementSyntheticfi LLCBcg Securities, Inc.
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
CRM
Envestnet TamaracUses it––
Financial Planning
eMoneyUses it––
Portfolio Management
EnvestnetUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Eq Wealth Management: Fidelity · Syntheticfi LLC: Schwab · Bcg Securities, Inc.: none listed