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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+ Atlasmark Financial, Inc. $228.6M · Austin, TX+ Bruce Colin and Company $228.5M
Salt Lake City, UT
Ramsey, NJ
Santa Maria, CA
Assets under management$240.7M$252.8M$228.6M
Asset growth, last 2 years+5%+28%–
Advisory staff255
Individual clients322337659
Assets per client$747K$750K$347K
Clients per advisor16167132
Main custodianFidelitySchwabSchwab
Filing with the SEC since20152012 or earlier2024
Tools in their stack––3
People on Advicer.bio256

From each firm's latest Form ADV (Mar 2026, May 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, LLCX Advisors, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Financial Planning
Envestnet MoneyGuide––Uses it

Custodians on Form ADV: Burrus: Fidelity · Corrado Advisors, LLC: Schwab · X Advisors, LLC: Schwab