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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 Equilibrium Wealth LLC (swap one in):+ Professional Wealth Management Services LLC $136.2M · Statesville, NC+ Capitol Family Office, Inc. $136.1M · Beaverton, OR+ Legacy Financial Services Group, Inc. $122.8M · Traverse City, MI+ Senior Tax Advisory Group, Inc. $122.8M · Colorado Springs, CO
Dallas, TX
Temecula, CA
Assets under management$129.5M$136.1M$122.8M
Asset growth, last 2 years+47%+366%+22%
Advisory staff333
Individual clients6682225
Assets per client$2M$1.7M$546K
Clients per advisor222775
Main custodianPershing–LPL Financial
Filing with the SEC since20202012 or earlier2023
Tools in their stack235
People on Advicer.bio343

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

ToolEquilibrium Wealth LLCParadigm Advisors, LLCEnduring Wealth Advisors
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)Uses it––
Client Data Gathering
PreciseFP–Uses it–
CRM
HubSpot––Uses it
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
AdvisorStream––Uses it
Planning Light
AdvyzonUses it––
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Schedule Apps
OnceHub––Uses it
Video Meetings & Messaging
Zoom––Uses it

Custodians on Form ADV: Equilibrium Wealth LLC: Pershing · Paradigm Advisors, LLC: none listed · Enduring Wealth Advisors: LPL Financial