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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 Syon Capital LLC (swap one in):+ Heritage Investors Management Corp $4.63B · Bethesda, MD+ Verdence Capital Advisors, LLC $4.63B · Hunt Valley, MD+ Steelpeak Wealth, LLC $4.15B · Los Angeles, CA+ Gerber Kawasaki Wealth & Investment Management $4.11B · Santa Monica, CA
San Francisco, CA
Walnut Creek, CA
Irvine, CA
Assets under management$4.38B$4.95B$4.9B
Asset growth, last 2 years+73%+34%+18%
Advisory staff53121
Individual clients642,2723,384
Assets per client$68.4M$2.2M$1.4M
Clients per advisor1373161
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack222
People on Advicer.bio123825

From each firm's latest Form ADV (Jul 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

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.

ToolSyon Capital LLCDestination Wealth ManagementPrivate Management Group Inc
Client File Sharing
ShareFileUses it––
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Portfolio Management
Orion–Uses it–
Website Builders
Wix––Uses it

Custodians on Form ADV: Syon Capital LLC: Schwab · Destination Wealth Management: Schwab · Private Management Group Inc: Schwab