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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 Burrus (swap one in):+ Endeavor Wealth Advisors, LLC $252.8M · Pepper Pike, OH+ Aurora Investment Counsel $252.7M · Atlanta, GA+ X Advisors, LLC $228.6M · Santa Maria, CA+ Atlasmark Financial, Inc. $228.6M · Austin, TX
Salt Lake City, UT
Ramsey, NJ
Assets under management$240.7M$252.8M$228.5M
Asset growth, last 2 years+5%+28%+8%
Advisory staff251
Individual clients32233728
Assets per client$747K$750K$8.2M
Clients per advisor1616728
Main custodianFidelitySchwabSchwab
Filing with the SEC since20152012 or earlier2012 or earlier
Tools in their stack––1
People on Advicer.bio251

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

ToolBurrusCorrado Advisors, LLCBruce Colin and Company
Performance Reporting
Addepar––Uses it

Custodians on Form ADV: Burrus: Fidelity · Corrado Advisors, LLC: Schwab · Bruce Colin and Company: Schwab