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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+ Makrod Investment Associates Inc $894.4M · Verona, NJ+ Bcg Securities, Inc. $894.2M · Cherry Hill, NJ
San Francisco, CA
Memphis, TN
Assets under management$941.7M$992.9M$894.6M
Asset growth, last 2 years+59%–+38%
Advisory staff8713
Individual clients525624574
Assets per client$1.8M$1.6M$1.6M
Clients per advisor668944
Main custodianFidelitySchwabSchwab
Filing with the SEC since201720242012 or earlier
Tools in their stack521
People on Advicer.bio9913

From each firm's latest Form ADV (Oct 2026, Apr 2026, Mar 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 LLCKelman Lazarov Inc
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Portfolio Management
EnvestnetUses it––
Orion––Uses it
CRM
Envestnet TamaracUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
Calendly–Uses it–
Website Builders
Webflow–Uses it–

Custodians on Form ADV: Eq Wealth Management: Fidelity · Syntheticfi LLC: Schwab · Kelman Lazarov Inc: Schwab