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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 Locker Financial Services, LLC (swap one in):+ Principia Wealth Advisory, LLC $225M · Dallas, TX+ Capital Advisory Group, Inc. $224.9M · Dallas, TX+ Ball & Company $203.1M+ Paradigm Wealth Advisory LLC $201.2M · Bridgewater, NJ
Verona, NJ
Tulsa, OK
White Plains, NY
Assets under management$213.8M$224.6M$224.6M
Asset growth, last 2 years+36%+38%+38%
Advisory staff263
Individual clients141972273
Assets per client$1.5M$231K$823K
Clients per advisor7116291
Main custodianSchwab–Schwab
Filing with the SEC since202020192017
Tools in their stack–––
People on Advicer.bio273

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Locker Financial Services, LLC: Schwab · Drawbridge Capital: none listed · Prato Capital Management: Schwab