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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+ Heritage Investors Management Corp $4.63B · Bethesda, 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
Hunt Valley, MD
Assets under management$4.38B$4.95B$4.63B
Asset growth, last 2 years+73%+34%+40%
Advisory staff53129
Individual clients642,2721,798
Assets per client$68.4M$2.2M$2.6M
Clients per advisor137362
Main custodianSchwabSchwabFidelity
Filing with the SEC since20222012 or earlier2017
Tools in their stack223
People on Advicer.bio123847

From each firm's latest Form ADV (Jul 2026, Oct 2026, May 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 ManagementVerdence Capital Advisors, LLC
CRM
HubSpot––Uses it
SS&C Black DiamondUses it––
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney––Uses it
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Syon Capital LLC: Schwab · Destination Wealth Management: Schwab · Verdence Capital Advisors, LLC: Fidelity, Schwab