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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 Decisionmap Wealth Management, LLC (swap one in):+ Wwm Financial $381.8M · Carslbad, CA+ Pecaut Wealth Management $381.8M · Sioux City, IA+ Hicks Capital Management, LLC $344.7M · Columbus, OH+ Intrinsic Wealth Counsel, Inc. $344.7M · Tempe, AZ
Great Falls, VA
Richmond, VA
Houston, TX
Assets under management$363.4M$383.7M$344.8M
Asset growth, last 2 years+105%+37%+30%
Advisory staff445
Individual clients159729205
Assets per client$2.3M$526K$1.7M
Clients per advisor4018241
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202320192019
Tools in their stack23–
People on Advicer.bio435

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

ToolDecisionmap Wealth Management, LLCParagon Financial ServicesRhp 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 · Rhp Wealth Management: Schwab