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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 Syverson Strege (swap one in):+ Roehl & Yi Investment Advisors, LLC $959.4M · Eugene, OR+ Leonard Rickey Investment Advisors, P.l.l.c. $958.1M · Yakima, WA+ Carson Advisory Group $864.9M · Athens, GA+ Gill Capital Partners $862.4M · Denver, CO
West Des Moines, IA
St. Louis, MO
Houston, TX
Assets under management$910.8M$958M$956.4M
Asset growth, last 2 years+15%+22%+22%
Advisory staff1336
Individual clients523380480
Assets per client$1.7M$2.5M$2M
Clients per advisor4012780
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier2012 or earlier2013
Tools in their stack5–2
People on Advicer.bio1446

From each firm's latest Form ADV (Jul 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.

ToolSyverson StregeCortland Associates IncMbr Financial
CRM
Envestnet Tamarac––Uses it
HubSpotUses it––
Custodial Platform
Charles SchwabUses it––
SEIUses it––
Financial Planning
eMoneyUses it–Uses it
RightCapital (Right Capital)Uses it––

Custodians on Form ADV: Syverson Strege: Schwab · Cortland Associates Inc: Schwab, Robert W. Baird & Co. Incorporated · Mbr Financial: Fidelity