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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+ Rudney Associates $940.2M · Alamo, CA
San Francisco, CA
Los Altos, CA
Huntington Beach, CA
Assets under management$992.9M$1.05B$1.05B
Asset growth, last 2 years–+38%+35%
Advisory staff734
Individual clients624711,085
Assets per client$1.6M$14.7M$964K
Clients per advisor8924271
Main custodianSchwabSchwabFidelity
Filing with the SEC since20242012 or earlier2017
Tools in their stack224
People on Advicer.bio924

From each firm's latest Form ADV (Apr 2026, Mar 2026, Sep 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 AdvisorsWeaver Consulting Group, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
Squarespace–Uses it–
WebflowUses it––
Financial Planning
eMoney––Uses it
Performance Reporting
Addepar–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Syntheticfi LLC: Schwab · Three Bridge Wealth Advisors: Schwab · Weaver Consulting Group, LLC: Fidelity