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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 Fidelis Wealth Advisors (swap one in):+ Lyle & Forsyth Investment Managers $221.2M · San Rafael, CA+ Dwr Wealth Management, LLC $221.2M · San Jose, CA+ Flagship Capital Management Inc $199.9M · Media, PA+ Hoffmann Hermanson $198.1M · Denver, CO
Castle Rock, CO
Camas, WA
Bradenton, FL
Assets under management$210.4M$221M$221M
Asset growth, last 2 years+9%+37%+68%
Advisory staff524
Individual clients19125784
Assets per client$1.1M$860K$2.6M
Clients per advisor3812921
Main custodianFidelitySEISchwab
Filing with the SEC since202120222023
Tools in their stack8–2
People on Advicer.bio532

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

ToolFidelis Wealth AdvisorsPara Wealth Advisors, Inc.Pullen Investment Management
Digital Marketing
Amplify ReviewsUses it––
Snappy KrakenUses it––
Client Portal
FynancialUses it––
CRM
Envestnet TamaracUses it––
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Planning Light
AdvyzonUses it––
Portfolio Management
Orion––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Fidelis Wealth Advisors: Fidelity, Schwab · Para Wealth Advisors, Inc.: SEI · Pullen Investment Management: Schwab, Fiduciary Trust International