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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):+ Gagnon Securities, LLC $529.7M · New York, NY+ Barrett & Company $529.7M · Providence, RI+ Meredith Wealth Planning $478.7M · Maryville, IL+ Mbm Wealth Consultants, LLC $476.7M · Chesterfield, MO
St. Charles, MO
Westerville, OH
Keller, TX
Assets under management$504.2M$529.7M$479M
Asset growth, last 2 years+28%+32%+63%
Advisory staff7410
Individual clients858216193
Assets per client$588K$2.5M$2.5M
Clients per advisor1235419
Main custodianSchwabFidelitySchwab
Filing with the SEC since202120202019
Tools in their stack112
People on Advicer.bio8410

From each firm's latest Form ADV (May 2026, Aug 2026, Jul 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, LLCKeener Financial Planning
Financial Planning
eMoneyUses itUses it–
Envestnet MoneyGuide––Uses it
Advisor Lead Gen
Wealthtender––Uses it

Custodians on Form ADV: Fyra Capital Management: Schwab, Fidelity · Yarger Wealth Strategies, LLC: Fidelity · Keener Financial Planning: Schwab