Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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
Naperville, IL
Assets under management$941.7M$992.9M$994.1M
Asset growth, last 2 years+59%–+41%
Advisory staff876
Individual clients525624669
Assets per client$1.8M$1.6M$1.5M
Clients per advisor6689112
Main custodianFidelitySchwabSchwab
Filing with the SEC since201720242018
Tools in their stack52–
People on Advicer.bio997

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 LLCLantz Financial LLC
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 · Lantz Financial LLC: Schwab