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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+ Jaffe Asset Management LLC $116.2M · Beverly Hills, CA+ Paragon Asset Management Inc. $115.9M · Orinda, CA
Temecula, CA
Walnut Creek, CA
Newport Beach, CA
Assets under management$122.8M$130M$115.4M
Asset growth, last 2 years+22%–+9%
Advisory staff341
Individual clients22526132
Assets per client$546K$498K$3.6M
Clients per advisor756532
Main custodianLPL Financial–Fidelity
Filing with the SEC since202320262019
Tools in their stack512
People on Advicer.bio341

From each firm's latest Form ADV (Mar 2026, Apr 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 ManagementPariax Private Wealth Management
Client Data Gathering
Jotform––Uses it
CRM
HubSpotUses it––
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Digital Marketing
AdvisorStreamUses it––
Planning Light
Advyzon––Uses 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 · Pariax Private Wealth Management: Fidelity