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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 Paladin Capital (swap one in):+ Great Plans Capital Management, LLC $10.5M · Cary, NC+ Vivifi Planning $10.5M+ Elemental Wealth Advisors, LLC $9.4M · San Luis Obispo, CA+ Yz Financial Advisors LLC $9.4M
Arden Hills, MN
Downey, CA
Assets under management$10M$10.5M$10.5M
Asset growth, last 2 years+235%––
Advisory staff421
Individual clients1945106
Assets per client$524K$233K$99K
Clients per advisor523106
Main custodianSchwab––
Filing with the SEC since202320262026
Tools in their stack––2
People on Advicer.bio421

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

ToolPaladin CapitalSkyview PinnacleJourney Equity Wealth Management LLC
Portfolio Management
Orion––Uses it
Website Builders
Wix––Uses it

Custodians on Form ADV: Paladin Capital: Schwab · Skyview Pinnacle: none listed · Journey Equity Wealth Management LLC: none listed