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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 Sym Financial Advisors (swap one in):+ The Wealth Consulting Group $6.28B · Las Vegas, NV+ J. Safra Asset Management Corporation $6.26B · New York City, NY+ Crescent Grove Advisors $5.5B · Lake Forest, IL+ Waldron Private Wealth $5.5B · Bridgeville, PA
Winona Lake, IN
Overland Park, KS
New York, NY
Assets under management$5.81B$6.25B$6.18B
Asset growth, last 2 years+43%+82%+60%
Advisory staff4920310
Individual clients1,80122,0641,512
Assets per client$3.2M$283K$4.1M
Clients per advisor37109151
Main custodianSchwabSchwabFnz Trust Company
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack1––
People on Advicer.bio332228

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

ToolSym Financial AdvisorsCreativeone Wealth, LLCBeck, Mack & Oliver LLC
CRM
Envestnet TamaracUses it––

Custodians on Form ADV: Sym Financial Advisors: Schwab, Fidelity · Creativeone Wealth, LLC: Schwab, Fidelity · Beck, Mack & Oliver LLC: Fnz Trust Company, Schwab, Fiduciary Trust Company International