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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 Endeavor Private Wealth, Inc. (swap one in):+ Impact Capital Partners LLC $625.6M · Greenwood Village, CO+ Climber Capital Sa $625.4M · Nyon, Vaud+ Googins Advisors, Inc. $565.5M · Middleton, WI+ First Fiduciary Investment Counsel Inc $565.5M · Cleveland, OH
Topeka, KS
Topeka, KS
Palm Beach Gardens, FL
Assets under management$595.3M$632.2M$565.3M
Asset growth, last 2 years+96%+24%+53%
Advisory staff9107
Individual clients5211,097393
Assets per client$1.1M$576K$1.4M
Clients per advisor5811056
Main custodianWells FargoFidelitySchwab
Filing with the SEC since202120182018
Tools in their stack––1
People on Advicer.bio12148

From each firm's latest Form ADV (May 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.

ToolEndeavor Private Wealth, Inc.Carlson FinancialAtticus Wealth Management
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Endeavor Private Wealth, Inc.: Wells Fargo · Carlson Financial: Fidelity · Atticus Wealth Management: Schwab