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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 Fyra Capital Management (swap one in):+ Denver Wealth Management, Inc. $529.8M · Denver, CO+ Barrett & Company $529.7M · Providence, RI+ Keener Financial Planning $479M · Keller, TX+ Mbm Wealth Consultants, LLC $476.7M · Chesterfield, MO
St. Charles, MO
Westerville, OH
New York, NY
Assets under management$504.2M$529.7M$529.7M
Asset growth, last 2 years+28%+32%+21%
Advisory staff7410
Individual clients8582161,058
Assets per client$588K$2.5M$501K
Clients per advisor12354106
Main custodianSchwabFidelityFidelity
Filing with the SEC since202120202012 or earlier
Tools in their stack111
People on Advicer.bio8419

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

ToolFyra Capital ManagementYarger Wealth Strategies, LLCGagnon Securities, LLC
Custodial Platform
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoneyUses itUses it–

Custodians on Form ADV: Fyra Capital Management: Schwab, Fidelity · Yarger Wealth Strategies, LLC: Fidelity · Gagnon Securities, LLC: Fidelity