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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 Silva Fiduciary Advisors (swap one in):+ New Era Advisory $17.6M · Orlando, FL+ Stryker Financial $17.6M · Emeryville, CA+ Edwin Lane Financial Services, LLC $15.9M+ Par5 Advisors LLC $15.8M · Miami, FL
Daytona Beach, FL
Miami, FL
Assets under management$16.7M$17.6M$15.9M
Asset growth, last 2 years–––
Advisory staff111
Individual clients557857
Assets per client$305K$226K$279K
Clients per advisor557857
Main custodian–––
Filing with the SEC since202520262026
Tools in their stack–24
People on Advicer.bio111

From each firm's latest Form ADV (Jul 2025, Mar 2026, Oct 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.

ToolSilva Fiduciary AdvisorsHighrise Wealth ManagementWave Wealth Planning, LLC
Advisor Lead Gen
Fee-Only Network––Uses it
Custodial Platform
Altruist––Uses it
Planning Light
Advyzon–Uses it–
Schedule Apps
Calendly–Uses itUses it
Website Builders
Wix––Uses it