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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 Yeisley Wealth Solutions, Inc. (swap one in):+ Endeavor Financial Advisors, LLC $79.2M+ Lawrence Wealth Management $79.2M+ Hendrickson Financial Services, LLC $71.6M · Dickinson, ND+ Clearpath Wealth Management, L.c. $71.2M · Overland Park, KS
Wichita, KS
Boone, NC
Pittsford, NY
Assets under management$75.3M$79.1M$79.1M
Asset growth, last 2 years––+12%
Advisory staff133
Individual clients42518658
Assets per client$177K$425K$1.4M
Clients per advisor4256219
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack211
People on Advicer.bio133

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

ToolYeisley Wealth Solutions, Inc.Fortis Wealth ManagementQueenbridge Capital, LLC
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Yeisley Wealth Solutions, Inc.: none listed · Fortis Wealth Management: none listed · Queenbridge Capital, LLC: Schwab