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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+ Pacific Financial Strategies, Inc $201.2M · Thousand Oaks, CA
Reston, VA
Phoenix, AZ
Bridgewater, NJ
Assets under management$212M$222.8M$201.2M
Asset growth, last 2 years+55%+51%−43%
Advisory staff2310
Individual clients164479280
Assets per client$1.3M$465K$719K
Clients per advisor8216028
Main custodianLPL FinancialSchwabLPL Financial
Filing with the SEC since202120172016
Tools in their stack–1–
People on Advicer.bio238

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

ToolBuchanan Wealth ManagementSharpepoint, LLCParadigm Wealth Advisory LLC
Portfolio Management
Orion–Uses it–

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