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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 Sila Financial, LLC (swap one in):+ Weinstat Wealth Management, Inc. $130.7M+ Mench Financial Inc $130.6M · Cincinnati, OH+ Ark Wealth Advisors, LLC $118M · Yorba Linda, CA+ Texas Financial Advisory $117.9M · San Antonio, TX
Boca Raton, FL
Assets under management$124.3M$130.6M$118M
Asset growth, last 2 years+99%−28%+162%
Advisory staff113
Individual clients1006797
Assets per client$1.2M$1.9M$1.2M
Clients per advisor1006732
Main custodianSchwabSchwab–
Filing with the SEC since202020192012 or earlier
Tools in their stack–12
People on Advicer.bio3–3

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

ToolSila Financial, LLCFirst Growth Capital LLCCs Advisors Inc.
Website Builders
Webflow–Uses it–
Wix––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Sila Financial, LLC: Schwab · First Growth Capital LLC: Schwab · Cs Advisors Inc.: none listed