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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 Bauman Wealth Advisors (swap one in):+ Paladin Financial $216.9M · Arden Hills, MN+ Strategic Retirement Advisors, LLC $216.9M · Elk Grove, CA+ Hummer Financial Advisory Services Inc $196.1M+ Trueman Brown $196.1M · Lake Zurich, IL
Las Vegas, NV
Exeter, NH
Cambridge, MA
Assets under management$206.4M$216.8M$216.8M
Asset growth, last 2 years–+33%+26%
Advisory staff821
Individual clients4919360
Assets per client$420K$2.3M$3.6M
Clients per advisor614760
Main custodianSchwabPershingFidelity
Filing with the SEC since20242012 or earlier2022
Tools in their stack–––
People on Advicer.bio521

From each firm's latest Form ADV (May 2026, Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Bauman Wealth Advisors: Schwab, Pershing · Ledgewood Wealth Advisors, LLC: Pershing · Etre LLC: Fidelity