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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):+ Penn Davis Mcfarland Inc $1.36B · Dallas, TX+ Kera Capital Partners $1.36B · San Jose, CA+ Aspire Capital Advisors LLC $1.23B · Seattle, WA+ Graves Light Lenhart $1.23B · Harrisonburg, VA
Vancouver, WA
Arlington, WA
Boston, MA
Assets under management$1.3B$1.36B$1.23B
Asset growth, last 2 years+60%+63%+19%
Advisory staff1087
Individual clients1,1531,287346
Assets per client$1.1M$1.1M$3.6M
Clients per advisor11516149
Main custodianSchwabPershingState Street
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack–21
People on Advicer.bio1067

From each firm's latest Form ADV (Mar 2026, May 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, LLCMiddleton & Company Inc.
CRM
SS&C Black Diamond––Uses it
Custodial Platform
NetX360 (Pershing)–Uses it–
Financial Planning
Envestnet MoneyGuide–Uses it–

Custodians on Form ADV: Synergy Asset Management, LLC: Schwab · Mcilrath & Eck, LLC: Pershing · Middleton & Company Inc.: State Street, Fidelity, Schwab