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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 Attleboro Wealth Management LLC (swap one in):+ Financial Management Associates, LLC $135.8M · Windham, NH+ Luma Capital $135.8M · Naples, FL+ Senior Tax Advisory Group, Inc. $122.8M · Colorado Springs, CO+ V3limited LLC $122.4M · Radnor, PA
Yardley, PA
Mount Union, PA
Temecula, CA
Assets under management$129.3M$136.7M$122.8M
Asset growth, last 2 years+157%–+22%
Advisory staff573
Individual clients140370225
Assets per client$923K$369K$546K
Clients per advisor285375
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202120242023
Tools in their stack4–5
People on Advicer.bio573

From each firm's latest Form ADV (May 2026, 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.

ToolAttleboro Wealth Management LLCWealthkare.com, Inc.Enduring Wealth Advisors
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)––Uses it
Digital Marketing
AdvisorStream––Uses it
Snappy KrakenUses it––
CRM
HubSpot––Uses it
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Schedule Apps
OnceHub––Uses it
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Attleboro Wealth Management LLC: Schwab · Wealthkare.com, Inc.: Schwab, Fidelity · Enduring Wealth Advisors: LPL Financial