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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 Synergy Asset Management, LLC (swap one in):+ Bbva Global Wealth Advisors, Inc. $1.36B · Miami, FL+ Penn Davis Mcfarland Inc $1.36B · Dallas, TX+ Middleton & Company Inc. $1.23B · Boston, MA+ Aspire Capital Advisors LLC $1.23B · Seattle, WA
Vancouver, WA
Arlington, WA
San Jose, CA
Assets under management$1.3B$1.36B$1.36B
Asset growth, last 2 years+60%+63%+169%
Advisory staff1088
Individual clients1,1531,287310
Assets per client$1.1M$1.1M$4.4M
Clients per advisor11516139
Main custodianSchwabPershingSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack–23
People on Advicer.bio10612

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

ToolSynergy Asset Management, LLCMcilrath & Eck, LLCKera Capital Partners
Custodial Platform
NetX360 (Pershing)–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–
Performance Reporting
Addepar––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Synergy Asset Management, LLC: Schwab · Mcilrath & Eck, LLC: Pershing · Kera Capital Partners: Schwab, Fidelity