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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):+ J. Safra Asset Management Corporation $6.26B · New York City, NY+ Beck, Mack & Oliver LLC $6.18B · New York, NY+ Crescent Grove Advisors $5.5B · Lake Forest, IL+ Larson Financial Group, LLC $5.48B · Saint Louis, MO
Winona Lake, IN
Overland Park, KS
Bridgeville, PA
Assets under management$5.81B$6.25B$5.5B
Asset growth, last 2 years+43%+82%+35%
Advisory staff4920347
Individual clients1,80122,064517
Assets per client$3.2M$283K$10.6M
Clients per advisor3710911
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20152013
Tools in their stack1–2
People on Advicer.bio3322242

From each firm's latest Form ADV (Mar 2026, May 2026, Oct 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, LLCWaldron Private Wealth
CRM
Envestnet TamaracUses it––
HubSpot––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Sym Financial Advisors: Schwab, Fidelity · Creativeone Wealth, LLC: Schwab, Fidelity · Waldron Private Wealth: Fidelity, Schwab