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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 Forbes Financial Planning, Inc. (swap one in):+ Endeavor Wealth Advisors, LLC $252.8M · Pepper Pike, OH+ Corrado Advisors, LLC $252.8M · Ramsey, NJ+ Msp Wealth Management, LLC $228.5M · Klamath Falls, OR+ Waterford Capital Investment Advisory Services LLC $228.5M · Addison, TX
East Greenwich, RI
Atlanta, GA
Memphis, TN
Assets under management$240.5M$252.7M$252.6M
Asset growth, last 2 years+37%+15%+41%
Advisory staff123
Individual clients8715394
Assets per client$276K$4.8M$2.7M
Clients per advisor8712731
Main custodianFidelitySchwabSchwab
Filing with the SEC since20192012 or earlier2021
Tools in their stack4––
People on Advicer.bio123

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

ToolForbes Financial Planning, Inc.Aurora Investment CounselMercury Investment Group
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Forbes Financial Planning, Inc.: Fidelity · Aurora Investment Counsel: Schwab · Mercury Investment Group: Schwab, Fidelity