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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+ W.a. Smith Financial Group $1.16B · Sandusky, OH+ Frazier Financial Advisors, LLC $1.16B · Columbus, OH
Cincinnati, OH
Madison, WI
Charlotte, NC
Assets under management$1.24B$1.3B$1.31B
Asset growth, last 2 years+44%+133%+50%
Advisory staff12174
Individual clients7042,042206
Assets per client$1.8M$638K$6.4M
Clients per advisor5912052
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier20202024
Tools in their stack235
People on Advicer.bio9424

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

1 tool 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 PartnersTopsail Wealth Management LLC
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)Uses it–Uses it
Client File Sharing
ShareFile–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
eMoneyUses itUses itUses it
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Wealth Dimensions Group, LTD.: Fidelity · Madison Partners: Fidelity, Schwab · Topsail Wealth Management LLC: Schwab