Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Decisionmap Wealth Management, LLC (swap one in):+ Blue Rock Financial Group $381.8M · Rehoboth Beach, DE+ Wwm Financial $381.8M · Carslbad, CA+ Rhp Wealth Management $344.8M · Houston, TX+ Hicks Capital Management, LLC $344.7M · Columbus, OH
Great Falls, VA
Richmond, VA
Sioux City, IA
Assets under management$363.4M$383.7M$381.8M
Asset growth, last 2 years+105%+37%+25%
Advisory staff444
Individual clients159729219
Assets per client$2.3M$526K$1.7M
Clients per advisor4018255
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202320192012 or earlier
Tools in their stack23–
People on Advicer.bio433

From each firm's latest Form ADV (Mar 2026, Jul 2026, Nov 2025). 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.

ToolDecisionmap Wealth Management, LLCParagon Financial ServicesPecaut Wealth Management
Advisor Lead Gen
WealthtenderUses it––
Client Data Gathering
PreciseFP–Uses it–
CRM
SS&C Black DiamondUses it––
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Decisionmap Wealth Management, LLC: Schwab, Fidelity · Paragon Financial Services: LPL Financial · Pecaut Wealth Management: Schwab