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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+ Cramer & Rauchegger, Inc. $151.4M · Maitland, FL+ Strategic Portfolio Solutions, LLC $136.2M · Dallas, TX+ Paradigm Advisors, LLC $136.1M · Dallas, TX
Montgomery, TX
Austin, TX
Bend, OR
Assets under management$144.1M$151.9M$151.4M
Asset growth, last 2 years+49%+15%–
Advisory staff233
Individual clients160111164
Assets per client$901K$1.4M$923K
Clients per advisor803755
Main custodianSchwabSchwab–
Filing with the SEC since20202012 or earlier2024
Tools in their stack––4
People on Advicer.bio123

From each firm's latest Form ADV (Mar 2026, Jul 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, LLCTrue Wealth Group
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Schedule Apps
GReminders––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Paladino Wealth: Schwab · Portfolio Management, LLC: Schwab · True Wealth Group: none listed