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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 Synovus Securities, Inc. (swap one in):+ Key Investment Services LLC $8.88B · Brooklyn, OH+ Snowden Capital Advisors LLC $8.87B · New York, NY+ Crestwood Advisors $8.02B · Boston, MA+ Howard Capital Management, LLC $8.01B · Alpharetta, GA
Columbus, GA
Atlanta, GA
Atlanta, GA
Assets under management$8.45B$9.68B$9.14B
Asset growth, last 2 years+46%+34%+18%
Advisory staff1845027
Individual clients11,9641,8911,943
Assets per client$706K$5.1M$4.7M
Clients per advisor653872
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack24–
People on Advicer.bio1704922

From each firm's latest Form ADV (Jan 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

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.

ToolSynovus Securities, Inc.Signaturefd, LLCCrawford Investment Counsel Inc
CRM
HubSpotUses itUses it–
Digital Marketing
WealthReach–Uses it–
Financial Planning
eMoneyUses itUses it–
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Synovus Securities, Inc.: Fidelity · Signaturefd, LLC: Schwab, Fidelity · Crawford Investment Counsel Inc: Fidelity, Schwab