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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 Bravias Financial (swap one in):+ Carey Wealth Management $222.8M · San Ramon, CA+ Sharpepoint, LLC $222.8M · Phoenix, AZ+ Weingarten Associates, L.l.c. $200.3M · Lawrenceville, NJ+ Tandem Investment Partners, LLC $200.2M · Bordentown, NJ
Iselin, NJ
Kingsport, TN
Bridgewater, NJ
Assets under management$212M$222.8M$201.2M
Asset growth, last 2 years+24%+29%−43%
Advisory staff7310
Individual clients439350280
Assets per client$483K$637K$719K
Clients per advisor6311728
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since20232012 or earlier2016
Tools in their stack–1–
People on Advicer.bio638

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

ToolBravias FinancialAldebaran Financial IncParadigm Wealth Advisory LLC
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Bravias Financial: Schwab · Aldebaran Financial Inc: Schwab · Paradigm Wealth Advisory LLC: LPL Financial, Schwab