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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 Synergos Advisory (swap one in):+ William D Hughes $4.1M+ Section Integrity Wealth Management $4.1M+ Rhg Advisors LLC $3.7M+ Monterra Advisors, LLC $3.7M · Orlando, FL
Seattle, WA
Soldotna, AK
Assets under management$3.9M$4.1M$3.7M
Asset growth, last 2 years–−63%–
Advisory staff121
Individual clients102230
Assets per client$394K$188K$125K
Clients per advisor101130
Main custodian–––
Filing with the SEC since20262012 or earlier2026
Tools in their stack6––
People on Advicer.bio121

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

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.

ToolSynergos AdvisoryCentennial Wealth Management Inc.Link Asset Management LLC
Custodial Platform
Betterment Advisor SolutionsUses it––
Charles SchwabUses it––
Advisor Lead Gen
Fee-Only NetworkUses it––
Digital Marketing
Snappy KrakenUses it––
Estate Planning
Trust & WillUses it––
Financial Planning
RightCapital (Right Capital)Uses it––