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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+ Keener Financial Planning $479M · Keller, TX+ Mbm Wealth Consultants, LLC $476.7M · Chesterfield, MO
St. Charles, MO
Westerville, OH
Maryville, IL
Assets under management$504.2M$529.7M$478.7M
Asset growth, last 2 years+28%+32%+98%
Advisory staff742
Individual clients858216221
Assets per client$588K$2.5M$2.2M
Clients per advisor12354111
Main custodianSchwabFidelitySchwab
Filing with the SEC since202120202021
Tools in their stack116
People on Advicer.bio842

From each firm's latest Form ADV (May 2026, Aug 2026, Jan 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, LLCMeredith Wealth Planning
Financial Planning
eMoneyUses itUses it–
RightCapital (Right Capital)––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

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