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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+ Act Two Investors LLC $647M+ Kitching Partners, LLC $645.9M · Conshohocken, PA
Altamonte Springs, FL
Miami, FL
Lakewood, CO
Assets under management$681.5M$717.5M$646M
Asset growth, last 2 years+571%+19%–
Advisory staff1638
Individual clients2,469221,044
Assets per client$276K$32.6M$619K
Clients per advisor1547131
Main custodianLPL Financial––
Filing with the SEC since202020232024
Tools in their stack––2
People on Advicer.bio1939

From each firm's latest Form ADV (May 2026, Aug 2026, Feb 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 LLCSaagaLegacy Wealth Partners, LLC
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion––Uses it

Custodians on Form ADV: Synergy Investment Management LLC: LPL Financial, Schwab · Saaga: none listed · Legacy Wealth Partners, LLC: none listed