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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):+ Capital Advisory Group, Inc. $224.9M · Dallas, TX+ Prato Capital Management $224.6M · White Plains, NY+ Ball & Company $203.1M+ Paradigm Wealth Advisory LLC $201.2M · Bridgewater, NJ
Verona, NJ
Tulsa, OK
Dallas, TX
Assets under management$213.8M$224.6M$225M
Asset growth, last 2 years+36%+38%+38%
Advisory staff264
Individual clients141972152
Assets per client$1.5M$231K$1.5M
Clients per advisor7116238
Main custodianSchwab–Schwab
Filing with the SEC since202020192022
Tools in their stack––5
People on Advicer.bio274

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

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.

ToolLocker Financial Services, LLCDrawbridge CapitalPrincipia Wealth Advisory, LLC
CRM
SS&C Black Diamond––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Locker Financial Services, LLC: Schwab · Drawbridge Capital: none listed · Principia Wealth Advisory, LLC: Schwab