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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 Buchanan Wealth Management (swap one in):+ Aldebaran Financial Inc $222.8M · Kingsport, TN+ Milestones Private Investment Advisors LLC $222.6M · Fairport, NY+ Keystone Wealth Advisors, Incorporated $201.4M · Eagan, MN+ Paradigm Wealth Advisory LLC $201.2M · Bridgewater, NJ
Reston, VA
Phoenix, AZ
Thousand Oaks, CA
Assets under management$212M$222.8M$201.2M
Asset growth, last 2 years+55%+51%+46%
Advisory staff233
Individual clients164479713
Assets per client$1.3M$465K$282K
Clients per advisor82160238
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since202120172012 or earlier
Tools in their stack–1–
People on Advicer.bio233

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

ToolBuchanan Wealth ManagementSharpepoint, LLCPacific Financial Strategies, Inc
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Buchanan Wealth Management: LPL Financial, Principal Securities, Inc. · Sharpepoint, LLC: Schwab · Pacific Financial Strategies, Inc: Schwab