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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+ Paradigm Advisors, LLC $136.1M · Dallas, TX
Montgomery, TX
Austin, TX
Dallas, TX
Assets under management$144.1M$151.9M$136.2M
Asset growth, last 2 years+49%+15%–
Advisory staff235
Individual clients160111188
Assets per client$901K$1.4M$725K
Clients per advisor803738
Main custodianSchwabSchwabSchwab
Filing with the SEC since20202012 or earlier2024
Tools in their stack–––
People on Advicer.bio125

From each firm's latest Form ADV (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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Paladino Wealth: Schwab · Portfolio Management, LLC: Schwab · Strategic Portfolio Solutions, LLC: Schwab