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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+ Hardworking Capital Advisors, LLC $206M · Palm Desert, CA+ Bauer Wealth Management Inc. $205.9M · Colorado Springs, CO
Arden Hills, MN
Rye Brook, NY
Oakbrook Terrace, IL
Assets under management$216.9M$228M$206.1M
Asset growth, last 2 years+92%+26%+62%
Advisory staff832
Individual clients51847140
Assets per client$419K$4.9M$1.5M
Clients per advisor651670
Main custodianSchwabSchwabFidelity
Filing with the SEC since202320132020
Tools in their stack–14
People on Advicer.bio833

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 AdvisorsParkview Asset Management, Inc.
Client File Sharing
ShareFile––Uses it
CRM
LeadCenter.AI––Uses it
Custodial Platform
Wealthscape (Fidelity)––Uses it
Portfolio Management
Orion–Uses itUses it

Custodians on Form ADV: Paladin Financial: Schwab · Beacon Financial Advisors: Schwab · Parkview Asset Management, Inc.: Fidelity