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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 E2e Financial (swap one in):+ Legacy Advisory Group, Inc $53.2M · Santa Ana, CA+ Endeavor Financial Planning $53.2M · Sacramento, CA+ Cates Fp, Cates Tax Advisory $48.1M+ Swan Retirement Strategies $48M · Sarasota, FL
Atlanta, GA
Cocoa, FL
Assets under management$50.7M$53.2M$48M
Asset growth, last 2 years––+72%
Advisory staff112
Individual clients49230236
Assets per client$1M$231K$203K
Clients per advisor49230118
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack3––
People on Advicer.bio112

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

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.

ToolE2e FinancialArnold Insurance & Financial Services, LLCTonge Investments
Custodial Platform
AltruistUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
OnceHubUses it––