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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):+ Wealth Forward, LLC $228.1M · Fargo, ND+ Cascade Wealth Advisors, Inc $228.1M · Wenatchee, WA+ Parkview Asset Management, Inc. $206.1M · Oakbrook Terrace, IL+ Hardworking Capital Advisors, LLC $206M · Palm Desert, CA
Arden Hills, MN
Rye Brook, NY
Assets under management$216.9M$228M$227.8M
Asset growth, last 2 years+92%+26%+37%
Advisory staff835
Individual clients51847642
Assets per client$419K$4.9M$355K
Clients per advisor6516128
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since202320132017
Tools in their stack–1–
People on Advicer.bio835

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 AdvisorsCenter for Wealth Management Advisory
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Paladin Financial: Schwab · Beacon Financial Advisors: Schwab · Center for Wealth Management Advisory: LPL Financial