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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):+ Rialto Wealth Management $625.9M · Syracuse, NY+ Impact Capital Partners LLC $625.6M · Greenwood Village, CO+ Googins Advisors, Inc. $565.5M · Middleton, WI+ First Fiduciary Investment Counsel Inc $565.5M · Cleveland, OH
Topeka, KS
Topeka, KS
Nyon, Vaud
Assets under management$595.3M$632.2M$625.4M
Asset growth, last 2 years+96%+24%+15%
Advisory staff9103
Individual clients5211,09792
Assets per client$1.1M$576K$6.8M
Clients per advisor5811031
Main custodianWells FargoFidelityBanque Pictet & Cie Sa
Filing with the SEC since202120182016
Tools in their stack–––
People on Advicer.bio1214–

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

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

Custodians on Form ADV: Endeavor Private Wealth, Inc.: Wells Fargo · Carlson Financial: Fidelity · Climber Capital Sa: Banque Pictet & Cie Sa, Edmond De Rothschild (Suisse) Sa, Credit Suisse