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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 Paladino Wealth (swap one in):+ Integrated Wealth Strategies, LLC $151.7M · Austin, TX+ True Wealth Group $151.4M · Bend, OR+ Directional Asset Management, LLC $136.9M · Arlington Heights, IL+ Strategic Portfolio Solutions, LLC $136.2M · Dallas, TX
Montgomery, TX
Austin, TX
Dallas, TX
Assets under management$144.1M$151.9M$136.1M
Asset growth, last 2 years+49%+15%+366%
Advisory staff233
Individual clients16011182
Assets per client$901K$1.4M$1.7M
Clients per advisor803727
Main custodianSchwabSchwab–
Filing with the SEC since20202012 or earlier2012 or earlier
Tools in their stack––3
People on Advicer.bio124

From each firm's latest Form ADV (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.

ToolPaladino WealthPortfolio Management, LLCParadigm Advisors, LLC
Client Data Gathering
PreciseFP––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen––Uses it

Custodians on Form ADV: Paladino Wealth: Schwab · Portfolio Management, LLC: Schwab · Paradigm Advisors, LLC: none listed