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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):+ Lantz Financial LLC $994.1M · Naperville, IL+ Mclean Asset Management Corp. $993.9M · Tysons, VA+ Kelman Lazarov Inc $894.6M · Memphis, TN+ Makrod Investment Associates Inc $894.4M · Verona, NJ
San Francisco, CA
Mclean, VA
Assets under management$941.7M$992.9M$991.1M
Asset growth, last 2 years+59%–+45%
Advisory staff8711
Individual clients525624487
Assets per client$1.8M$1.6M$2M
Clients per advisor668944
Main custodianFidelitySchwabWells Fargo
Filing with the SEC since201720242019
Tools in their stack522
People on Advicer.bio9911

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

ToolEq Wealth ManagementSyntheticfi LLCBrown | Miller Wealth Management, LLC
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses 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 · Brown | Miller Wealth Management, LLC: Wells Fargo