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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+ Paradigm Wealth Advisory LLC $201.2M · Bridgewater, NJ+ Weingarten Associates, L.l.c. $200.3M · Lawrenceville, NJ
Iselin, NJ
Kingsport, TN
Bordentown, NJ
Assets under management$212M$222.8M$200.2M
Asset growth, last 2 years+24%+29%+49%
Advisory staff734
Individual clients439350191
Assets per client$483K$637K$1M
Clients per advisor6311748
Main custodianSchwabSchwabSchwab
Filing with the SEC since20232012 or earlier2021
Tools in their stack–1–
People on Advicer.bio634

From each firm's latest Form ADV (Mar 2026, Feb 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 IncTandem Investment Partners, LLC
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Bravias Financial: Schwab · Aldebaran Financial Inc: Schwab · Tandem Investment Partners, LLC: Schwab