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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 Seawise Financial, Inc. (swap one in):+ Endeavor Financial Advisors, LLC $79.2M+ Fortis Wealth Management $79.1M · Boone, NC+ Andrews Capital Management Inc $71.4M · Coronado, CA+ Keep It Simple Financial Planning $71.2M · Orange, CA
Cardiff By The Sea, CA
Santa Barbara, CA
Assets under management$75.3M$79.7M$79.2M
Asset growth, last 2 years––+147%
Advisory staff211
Individual clients674749
Assets per client$1.1M$1.7M$1.6M
Clients per advisor344749
Main custodian––Schwab
Filing with the SEC since202620262016
Tools in their stack13–
People on Advicer.bio211

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

Advisory staff

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.

ToolSeawise Financial, Inc.Summa Capital Management LLCLawrence Wealth Management
Custodial Platform
Charles Schwab–Uses it–
Digital Marketing
Mailchimp–Uses it–
Financial Planning
eMoneyUses it––
Planning Light
Advyzon–Uses it–

Custodians on Form ADV: Seawise Financial, Inc.: none listed · Summa Capital Management LLC: none listed · Lawrence Wealth Management: Schwab