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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 Enduring Wealth Advisors (swap one in):+ Vida Wealth Partners, Inc. $129.6M · Santa Barbara, CA+ Ralicki Wealth Management & Trust Services $129M · Stuart, FL+ Paragon Asset Management Inc. $115.9M · Orinda, CA+ Pariax Private Wealth Management $115.4M · Newport Beach, CA
Temecula, CA
Walnut Creek, CA
Beverly Hills, CA
Assets under management$122.8M$130M$116.2M
Asset growth, last 2 years+22%–+64%
Advisory staff341
Individual clients22526158
Assets per client$546K$498K$2M
Clients per advisor756558
Main custodianLPL Financial––
Filing with the SEC since202320262012 or earlier
Tools in their stack51–
People on Advicer.bio341

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

ToolEnduring Wealth AdvisorsArbor Wealth ManagementJaffe Asset Management LLC
CRM
HubSpotUses it––
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Digital Marketing
AdvisorStreamUses it––
Schedule Apps
OnceHubUses it––
Video Meetings & Messaging
ZoomUses it––
Website Builders
Wix–Uses it–

Custodians on Form ADV: Enduring Wealth Advisors: LPL Financial · Arbor Wealth Management: none listed · Jaffe Asset Management LLC: none listed