Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Cobb Wealth Management, LLC $36.5M · Kansas City, MO+ Royal Wealth Management $36.5M+ Serene Point Advisors LLC $32.9M+ Lighthouse Investment Advisors, Inc. $32.9M
Cary, NC
Charlotte, NC
Assets under management$34.7M$36.8M$32.9M
Asset growth, last 2 years––+23%
Advisory staff112
Individual clients774972
Assets per client$451K$751K$458K
Clients per advisor774936
Main custodian–––
Filing with the SEC since202620262012 or earlier
Tools in their stack24–
People on Advicer.bio112

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 FinancialMarkettrend Advisors, LTD.
Custodial Platform
Altruist–Uses it–
SEI–Uses it–
Financial Planning
eMoneyUses itUses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses it––