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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 Par5 Advisors LLC (swap one in):+ Silva Fiduciary Advisors $16.7M · Daytona Beach, FL+ Ursa Financial, LLC $16.6M+ Weisberg Financial Services $15M+ Swiss American Asset Management $15M · Glendale, AZ
Miami, FL
Saint Johns, FL
Assets under management$15.8M$16.8M$15M
Asset growth, last 2 years–––
Advisory staff321
Individual clients223327
Assets per client$719K$508K$556K
Clients per advisor71727
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack––2
People on Advicer.bio311

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

ToolPar5 Advisors LLCKlein Wealth Management, LLCAmauta Financial
Custodial Platform
Interactive Brokers––Uses it
Website Builders
Wix––Uses it