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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+ Global Trust $450.2M · Palm Beach Gardens, FL+ Fifth Force Management $406.9M · Dallas, TX+ Keystone Financial Planning, Inc $406.9M · Westlake, OH
Akron, OH
New Albany, OH
Winston Salem, NC
Assets under management$428.7M$453.7M$450.3M
Asset growth, last 2 years+25%+31%+54%
Advisory staff744
Individual clients591104186
Assets per client$725K$4.4M$2.4M
Clients per advisor842647
Main custodianLPL FinancialSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio1054

From each firm's latest Form ADV (Feb 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.

ToolSymphony Financial Services, Inc.Columbus Investment Advisory Inc.Timonier
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Financial Planning
eMoney––Uses it

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