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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+ Bauer Wealth Management Inc. $205.9M · Colorado Springs, CO
Arden Hills, MN
Rye Brook, NY
Palm Desert, CA
Assets under management$216.9M$228M$206M
Asset growth, last 2 years+92%+26%+28%
Advisory staff832
Individual clients51847269
Assets per client$419K$4.9M$766K
Clients per advisor6516135
Main custodianSchwabSchwabSchwab
Filing with the SEC since202320132017
Tools in their stack–1–
People on Advicer.bio832

From each firm's latest Form ADV (Sep 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 FinancialBeacon Financial AdvisorsHardworking Capital Advisors, LLC
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Paladin Financial: Schwab · Beacon Financial Advisors: Schwab · Hardworking Capital Advisors, LLC: Schwab, Prudential Annuities Distributors, Inc