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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 Symphony Financial Services, Inc. (swap one in):+ M1 Capital Management LLC $450.4M · Troy, MI+ Timonier $450.3M · Winston Salem, NC+ Fifth Force Management $406.9M · Dallas, TX+ Keystone Financial Planning, Inc $406.9M · Westlake, OH
Akron, OH
New Albany, OH
Palm Beach Gardens, FL
Assets under management$428.7M$453.7M$450.2M
Asset growth, last 2 years+25%+31%+12%
Advisory staff747
Individual clients591104225
Assets per client$725K$4.4M$2M
Clients per advisor842632
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––2
People on Advicer.bio1058

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

ToolSymphony Financial Services, Inc.Columbus Investment Advisory Inc.Global Trust
CRM
SS&C Black Diamond––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Symphony Financial Services, Inc.: LPL Financial, Voya Financial · Columbus Investment Advisory Inc.: Schwab, Merrill · Global Trust: Fidelity, Schwab