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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 Silvis Financial (swap one in):+ Marquise Wealth Management, LLC $38.9M · Charlotte, NC+ Hepner Financial Services, LLC $38.7M+ Capstan LLC $35M+ Endurance Financial LLC $34.7M · Cary, NC
Charlotte, NC
Cary, NC
Assets under management$36.8M$38.9M$35M
Asset growth, last 2 years––−48%
Advisory staff111
Individual clients491357
Assets per client$751K$288K$5M
Clients per advisor491357
Main custodian––Pershing
Filing with the SEC since202620262017
Tools in their stack4––
People on Advicer.bio111

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

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.

ToolSilvis FinancialCarolina Wealth Strategies, LLCJack Point Advisors, LLC
Custodial Platform
AltruistUses it––
SEIUses it––
Financial Planning
eMoneyUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Silvis Financial: none listed · Carolina Wealth Strategies, LLC: none listed · Jack Point Advisors, LLC: Pershing