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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 Syntheticfi LLC (swap one in):+ Manchester Financial Inc $1.05B · Westlake Village, CA+ Rpg Investment Advisory, LLC $1.04B · Pleasanton, CA+ Hcm Wealth $941.7M · San Rafael, CA+ Blankinship & Foster, LLC $939.5M · Solana Beach, CA
San Francisco, CA
Los Altos, CA
Alamo, CA
Assets under management$992.9M$1.05B$940.2M
Asset growth, last 2 years–+38%+25%
Advisory staff731
Individual clients62471450
Assets per client$1.6M$14.7M$2.1M
Clients per advisor8924450
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2012 or earlier
Tools in their stack22–
People on Advicer.bio921

From each firm's latest Form ADV (Apr 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.

ToolSyntheticfi LLCThree Bridge Wealth AdvisorsRudney Associates
Website Builders
Squarespace–Uses it–
WebflowUses it––
Performance Reporting
Addepar–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Syntheticfi LLC: Schwab · Three Bridge Wealth Advisors: Schwab · Rudney Associates: Schwab