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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 Foliage Financial (swap one in):+ Paulson Private Wealth LLC $6.3M+ Affinity Financial Solutions, LLC $6.3M+ Pragmatic Advisors, LLC $5.7M · Homer, NY+ Christia Li Roberts $5.7M
Orlando, FL
Assets under management$6M$6.3M$5.7M
Asset growth, last 2 years––+320%
Advisory staff111
Individual clients264516
Assets per client$229K$139K$354K
Clients per advisor264516
Main custodian––Fidelity
Filing with the SEC since202620262022
Tools in their stack22–
People on Advicer.bio111

From each firm's latest Form ADV (Sep 2026, Mar 2026, May 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

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.

ToolFoliage FinancialWarwick Shore Advisors, LLCProsperity Path Advisers, LLC
Custodial Platform
Charles SchwabUses itUses it–
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Foliage Financial: none listed · Warwick Shore Advisors, LLC: none listed · Prosperity Path Advisers, LLC: Fidelity