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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 Howard Capital Management, LLC (swap one in):+ Crawford Investment Counsel Inc $9.14B · Atlanta, GA+ Synovus Securities, Inc. $8.45B · Columbus, GA+ Belpointe Asset Management LLC $7.58B · Reno, NV+ Brown Advisory $7.57B · Norfolk, VA
Alpharetta, GA
Atlanta, GA
Atlanta, GA
Assets under management$8.01B$8.79B$9.68B
Asset growth, last 2 years+53%+228%+34%
Advisory staff1015150
Individual clients10,54614,3201,891
Assets per client$759K$614K$5.1M
Clients per advisor1,0559538
Main custodianAxos ClearingFidelitySchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack–14
People on Advicer.bio2323649

From each firm's latest Form ADV (Jun 2026, Oct 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.

ToolHoward Capital Management, LLCArkadios Wealth AdvisorsSignaturefd, LLC
CRM
HubSpot––Uses it
Digital Marketing
WealthReach––Uses it
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Howard Capital Management, LLC: Axos Clearing, Fidelity, Pershing · Arkadios Wealth Advisors: Fidelity, Schwab · Signaturefd, LLC: Schwab, Fidelity