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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 Investment Management LLC (swap one in):+ Darwin Wealth Management $717.8M · Tampa, FL+ G. A. Repple & Company $716.3M · Casselberry, FL+ Legacy Wealth Partners, LLC $646M · Lakewood, CO+ Kitching Partners, LLC $645.9M · Conshohocken, PA
Altamonte Springs, FL
Miami, FL
Assets under management$681.5M$717.5M$647M
Asset growth, last 2 years+571%+19%+28%
Advisory staff1631
Individual clients2,46922306
Assets per client$276K$32.6M$2.1M
Clients per advisor1547306
Main custodianLPL Financial–Schwab
Filing with the SEC since202020232018
Tools in their stack––1
People on Advicer.bio1931

From each firm's latest Form ADV (May 2026, Aug 2026, Apr 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 Investment Management LLCSaagaAct Two Investors LLC
Website Builders
Wix––Uses it

Custodians on Form ADV: Synergy Investment Management LLC: LPL Financial, Schwab · Saaga: none listed · Act Two Investors LLC: Schwab