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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 Brophy Wealth Management, LLC (swap one in):+ Endeavor Advisors, LLC $559.5M · The Woodlands, TX+ Van Leeuwen Retirement & Investment Services $559.4M · Richmond, KY+ First Advisors National, LLC $505.9M · Atlanta, GA+ Mkd Wealth $505.7M · Troy, MI
Bedford, NH
Shelburne, VT
Mt. Pleasant, SC
Assets under management$532.5M$559.3M$559.3M
Asset growth, last 2 years+31%+13%–
Advisory staff4512
Individual clients391219637
Assets per client$1.4M$2.6M$878K
Clients per advisor984453
Main custodianSchwabSchwab–
Filing with the SEC since20132012 or earlier2024
Tools in their stack–––
People on Advicer.bio4510

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Brophy Wealth Management, LLC: Schwab · M. Kraus & Company: Schwab · Headland Capital: none listed