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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):+ Materetsky Financial Group $720.8M · Boynton Beach, FL+ Darwin Wealth Management $717.8M · Tampa, FL+ Act Two Investors LLC $647M+ Legacy Wealth Partners, LLC $646M · Lakewood, CO
Altamonte Springs, FL
Miami, FL
Casselberry, FL
Assets under management$681.5M$717.5M$716.3M
Asset growth, last 2 years+571%+19%+17%
Advisory staff16339
Individual clients2,469223,139
Assets per client$276K$32.6M$228K
Clients per advisor154780
Main custodianLPL Financial–Fidelity
Filing with the SEC since202020232012 or earlier
Tools in their stack–––
People on Advicer.bio19337

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Synergy Investment Management LLC: LPL Financial, Schwab · Saaga: none listed · G. A. Repple & Company: Fidelity