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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 Syndicated Capital, Inc. (swap one in):+ Onesource Wealth Management $149.8M · Granite Bay, CA+ Bellingham Capital $149.2M · Bellingham, WA+ Integrity Financial Advisors, LLC $134.9M · Woburn, MA+ Clarion Advisors Inc. $134.4M · Auburn, CA
Brea, CA
Orange, CA
Chico, CA
Assets under management$142M$150.5M$134M
Asset growth, last 2 years+23%+160%+13%
Advisory staff912
Individual clients46589129
Assets per client$305K$1.7M$1M
Clients per advisor528965
Main custodian––Schwab
Filing with the SEC since20232012 or earlier2022
Tools in their stack264
People on Advicer.bio912

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

ToolSyndicated Capital, Inc.Pacific Investment ResearchMurray Financial Services, Inc
Custodial Platform
Charles Schwab–Uses itUses it
Interactive Brokers–Uses it–
NetX360 (Pershing)Uses it––
Vanguard–Uses it–
CRM
HubSpot–Uses it–
SS&C Black Diamond–Uses it–
Client File Sharing
ShareFile–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Syndicated Capital, Inc.: none listed · Pacific Investment Research: none listed · Murray Financial Services, Inc: Schwab