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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):+ Private Management Group Inc $4.9B · Irvine, CA+ Verdence Capital Advisors, LLC $4.63B · Hunt Valley, MD+ Gerber Kawasaki Wealth & Investment Management $4.11B · Santa Monica, CA+ Team Hewins, LLC $3.97B · Foster City, CA
San Francisco, CA
Walnut Creek, CA
Los Angeles, CA
Assets under management$4.38B$4.95B$4.15B
Asset growth, last 2 years+73%+34%+64%
Advisory staff53135
Individual clients642,2722,278
Assets per client$68.4M$2.2M$1.8M
Clients per advisor137365
Main custodianSchwabSchwabSchwab
Filing with the SEC since20222012 or earlier2012 or earlier
Tools in their stack227
People on Advicer.bio123843

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 ManagementSteelpeak Wealth, LLC
CRM
Envestnet Tamarac––Uses it
HubSpot––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Betterment Advisor Solutions––Uses it
Charles Schwab––Uses it
Interactive Brokers––Uses it
Client File Sharing
ShareFileUses it––
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
Envestnet MoneyGuide––Uses it
Portfolio Management
Orion–Uses it–
Website Builders
Webflow––Uses it

Custodians on Form ADV: Syon Capital LLC: Schwab · Destination Wealth Management: Schwab · Steelpeak Wealth, LLC: Schwab