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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 Endurance Financial LLC (swap one in):+ Rosemary Frank Financial, LLC $36.5M · Brentwood, TN+ Royal Wealth Management $36.5M+ Markettrend Advisors, LTD. $32.9M+ Serene Point Advisors LLC $32.9M
Cary, NC
Charlotte, NC
Kansas City, MO
Assets under management$34.7M$36.8M$36.5M
Asset growth, last 2 years––+103%
Advisory staff111
Individual clients7749–
Assets per client$451K$751K–
Clients per advisor7749–
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack241
People on Advicer.bio111

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

ToolEndurance Financial LLCSilvis FinancialCobb Wealth Management, LLC
Custodial Platform
Altruist–Uses it–
SEI–Uses it–
Website Builders
SquarespaceUses it––
Wix––Uses it
Financial Planning
eMoneyUses itUses it–
Schedule Apps
Calendly–Uses it–