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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+ Key Investment Services LLC $8.88B · Brooklyn, OH+ Crestwood Advisors $8.02B · Boston, MA+ Howard Capital Management, LLC $8.01B · Alpharetta, GA
Columbus, GA
Atlanta, GA
New York, NY
Assets under management$8.45B$9.68B$8.87B
Asset growth, last 2 years+46%+34%+50%
Advisory staff18450105
Individual clients11,9641,8915,878
Assets per client$706K$5.1M$1.5M
Clients per advisor653856
Main custodianFidelitySchwabPershing
Filing with the SEC since2012 or earlier2012 or earlier2012 or earlier
Tools in their stack244
People on Advicer.bio17049122

From each firm's latest Form ADV (Jan 2026, Mar 2026, Aug 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, LLCSnowden Capital Advisors LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)––Uses it
CRM
HubSpotUses itUses it–
Digital Marketing
WealthReach–Uses it–
Financial Planning
eMoneyUses itUses itUses it
Performance Reporting
Addepar––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Synovus Securities, Inc.: Fidelity · Signaturefd, LLC: Schwab, Fidelity · Snowden Capital Advisors LLC: Pershing