Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Wealth Forward, LLC $228.1M · Fargo, ND+ 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
Wenatchee, WA
Assets under management$216.9M$228M$228.1M
Asset growth, last 2 years+92%+26%+59%
Advisory staff833
Individual clients51847114
Assets per client$419K$4.9M$2M
Clients per advisor651638
Main custodianSchwabSchwab–
Filing with the SEC since202320132021
Tools in their stack–13
People on Advicer.bio833

From each firm's latest Form ADV (Sep 2026, Mar 2026, Aug 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 AdvisorsCascade Wealth Advisors, Inc
Custodial Platform
Charles Schwab––Uses it
Portfolio Management
Orion–Uses itUses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Paladin Financial: Schwab · Beacon Financial Advisors: Schwab · Cascade Wealth Advisors, Inc: none listed