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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 Pair Lending LLC (swap one in):+ Bird Financial Group LLC $88K+ Bmcm Finance $88K+ Pearson, Frederick, Norman Jr. $76K · San Diego, CA+ Socialtrader $73K · San Diego, CA
San Francisco, CA
Pleasanton, CA
Assets under management$81K$88K$67K
Asset growth, last 2 years––+199%
Advisory staff111
Individual clients1424
Assets per client$81K$22K$3K
Clients per advisor1424
Main custodian––Interactive Brokers
Filing with the SEC since202620252018
Tools in their stack–––
People on Advicer.bio111

From each firm's latest Form ADV (Mar 2026, Feb 2025). 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: Pair Lending LLC: none listed · Wealth Management Planning: none listed · Wealthpaver: Interactive Brokers