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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):+ Crawford Investment Counsel Inc $9.14B · Atlanta, GA+ 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
Vestavia Hills, AL
Assets under management$8.45B$9.68B$7.97B
Asset growth, last 2 years+46%+34%+106%
Advisory staff18450178
Individual clients11,9641,89117,207
Assets per client$706K$5.1M$463K
Clients per advisor653897
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack242
People on Advicer.bio17049196

From each firm's latest Form ADV (Jan 2026, Mar 2026, Oct 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

1 tool 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, LLCRFG Advisory
CRM
HubSpotUses itUses it–
Digital Marketing
WealthReach–Uses it–
Financial Planning
eMoneyUses itUses itUses it
Portfolio Management
Orion–Uses it–
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Synovus Securities, Inc.: Fidelity · Signaturefd, LLC: Schwab, Fidelity · RFG Advisory: Schwab, Fidelity