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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 Whitwell Advisors (swap one in):+ Legacy Financial Services Group, Inc. $122.8M · Traverse City, MI+ Senior Tax Advisory Group, Inc. $122.8M · Colorado Springs, CO+ Katz Family Financial Advisors, LLC $110.9M · Alexandria, VA+ Fox Financial Services, Inc. $110.9M · White Plains, NY
Temecula, CA
Assets under management$116.8M$122.8M$110.9M
Asset growth, last 2 years–+22%+156%
Advisory staff631
Individual clients312225227
Assets per client$374K$546K$489K
Clients per advisor5275227
Main custodianCnb CustodyLPL Financial–
Filing with the SEC since202420232012 or earlier
Tools in their stack–5–
People on Advicer.bio531

From each firm's latest Form ADV (Jul 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.

ToolWhitwell AdvisorsEnduring Wealth AdvisorsKaltbaum Capital Management
CRM
HubSpot–Uses it–
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Digital Marketing
AdvisorStream–Uses it–
Schedule Apps
OnceHub–Uses it–
Video Meetings & Messaging
Zoom–Uses it–

Custodians on Form ADV: Whitwell Advisors: Cnb Custody · Enduring Wealth Advisors: LPL Financial · Kaltbaum Capital Management: none listed