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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 Financial (swap one in):+ Cascade Wealth Advisors, Inc $228.1M · Wenatchee, WA+ Center for Wealth Management Advisory $227.8M+ Parkview Asset Management, Inc. $206.1M · Oakbrook Terrace, IL+ Hardworking Capital Advisors, LLC $206M · Palm Desert, CA
Arden Hills, MN
Rye Brook, NY
Colorado Springs, CO
Assets under management$216.9M$228M$205.9M
Asset growth, last 2 years+92%+26%+54%
Advisory staff833
Individual clients51847160
Assets per client$419K$4.9M$1.3M
Clients per advisor651653
Main custodianSchwabSchwabFidelity
Filing with the SEC since202320132012 or earlier
Tools in their stack–14
People on Advicer.bio834

From each firm's latest Form ADV (Sep 2026, Mar 2026, May 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 FinancialBeacon Financial AdvisorsBauer Wealth Management Inc.
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion–Uses itUses it
Retirement Planning
Income Solver––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Paladin Financial: Schwab · Beacon Financial Advisors: Schwab · Bauer Wealth Management Inc.: Fidelity, First Republic Bank, Millennium Trust