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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 Fg (swap one in):+ Canopy 360 Wealth, LLC $382.8M · Ocala, FL+ Claraphi Advisory Network, LLC $382.5M · Aliso Viejo, CA+ Arcadia Investment Advisors, LLC $345.8M · Eagle, ID+ Archway Wealth Management, LLC $345.7M · Kirkwood, MO
Centerville, OH
Saratoga Springs, NY
Assets under management$364.2M$382.7M$345.6M
Asset growth, last 2 years+65%+56%+67%
Advisory staff345
Individual clients12683328
Assets per client$2.9M$4.6M$1.1M
Clients per advisor422166
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020222012 or earlier
Tools in their stack3–4
People on Advicer.bio3–6

From each firm's latest Form ADV (Mar 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

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 FgAccent Capital Management, LLCContinuum Wealth Advisors, LLC
Advisor Lead Gen
Wealthtender––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it–Uses it
Prospecting
Wealthfeed––Uses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Synergy Fg: Schwab, Pershing · Accent Capital Management, LLC: Schwab, Fidelity · Continuum Wealth Advisors, LLC: Schwab