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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 Zynergy Retirement Planning (swap one in):+ Freestate Advisors LLC $181.8M · Overland Park, KS+ Mrd, Inc. $181.7M+ Nobscot Investment Management LLC $164.2M · Wellesley, MA+ Eagle Wealth Advisors $164.1M
Red Bank, NJ
Santa Fe, NM
San Antonio, TX
Assets under management$173M$181.7M$181.9M
Asset growth, last 2 years+32%+50%+77%
Advisory staff338
Individual clients17226882
Assets per client$1M$678K$2.2M
Clients per advisor578910
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320172012 or earlier
Tools in their stack––1
People on Advicer.bio638

From each firm's latest Form ADV (Jun 2026, Mar 2026, Feb 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.

ToolZynergy Retirement PlanningFinancial Partners, LLCMartin Capital Advisors, LLP
Custodial Platform
Charles Schwab––Uses it

Custodians on Form ADV: Zynergy Retirement Planning: Schwab · Financial Partners, LLC: Schwab · Martin Capital Advisors, LLP: Schwab