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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 Novapoint Capital LLC (swap one in):+ Paradigm Wealth Management, LLC $563.4M · Westlake, OH+ Brooklyn Fi, LLC $563.1M · Brooklyn, NY+ &Wealth Partners $508.2M · Baltimore, MD+ First Advisors National, LLC $505.9M · Atlanta, GA
Atlanta, GA
Miami, FL
San Francisco, CA
Assets under management$536.2M$563.1M$508.2M
Asset growth, last 2 years+40%+4%+90%
Advisory staff622
Individual clients2105274
Assets per client$2.6M$10.8M$6.9M
Clients per advisor352637
Main custodianSchwab–Schwab
Filing with the SEC since20192012 or earlier2021
Tools in their stack3–2
People on Advicer.bio422

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

ToolNovapoint Capital LLCDara Capital US, Inc.Lavelle Capital
AI Assistants/Agents
Moxo––Uses it
Portfolio Management
OrionUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
CalendlyUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Novapoint Capital LLC: Schwab · Dara Capital US, Inc.: none listed · Lavelle Capital: Schwab, Goldman Sachs