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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 Wealth Dimensions Group, LTD. (swap one in):+ Beacon Financial Group $1.3B · Dallas, TX+ Synergy Asset Management, LLC $1.3B · Vancouver, WA+ Wellington Shields Capital Management, LLC $1.17B · New York, NY+ W.a. Smith Financial Group $1.16B · Sandusky, OH
Cincinnati, OH
Madison, WI
Columbus, OH
Assets under management$1.24B$1.3B$1.16B
Asset growth, last 2 years+44%+133%+51%
Advisory staff121715
Individual clients7042,042724
Assets per client$1.8M$638K$1.6M
Clients per advisor5912048
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack23–
People on Advicer.bio94211

From each firm's latest Form ADV (Jul 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.

ToolWealth Dimensions Group, LTD.Madison PartnersFrazier Financial Advisors, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)Uses it––
Client File Sharing
ShareFile–Uses it–
Financial Planning
eMoneyUses itUses it–

Custodians on Form ADV: Wealth Dimensions Group, LTD.: Fidelity · Madison Partners: Fidelity, Schwab · Frazier Financial Advisors, LLC: Schwab, Fidelity