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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):+ Blue Rock Financial Group $381.8M · Rehoboth Beach, DE+ Pecaut Wealth Management $381.8M · Sioux City, IA+ Rhp Wealth Management $344.8M · Houston, TX+ Hicks Capital Management, LLC $344.7M · Columbus, OH
Great Falls, VA
Richmond, VA
Carslbad, CA
Assets under management$363.4M$383.7M$381.8M
Asset growth, last 2 years+105%+37%+37%
Advisory staff446
Individual clients159729545
Assets per client$2.3M$526K$701K
Clients per advisor4018291
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since202320192012 or earlier
Tools in their stack232
People on Advicer.bio433

From each firm's latest Form ADV (Mar 2026, Jul 2026, Apr 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 ServicesWwm Financial
CRM
Envestnet Tamarac––Uses it
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)–Uses it–
Advisor Lead Gen
WealthtenderUses it––
Client Data Gathering
PreciseFP–Uses it–
Schedule Apps
OnceHub–Uses it–

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