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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 Palisade Investments, LLC (swap one in):+ Marotta Wealth Management, Inc. $686M · Charlottesville, VA+ Thayer Partners LLC $685.7M+ Altus Wealth Group, LLC $620.1M · Colorado Springs, CO+ Capital Advisers, Inc. $620M · Raleigh, NC
Zephyr Cove, NV
San Carlos, CA
Rock Hill, SC
Assets under management$652.7M$686M$619.8M
Asset growth, last 2 years+40%+34%+65%
Advisory staff755
Individual clients578366534
Assets per client$1.1M$1.9M$1.2M
Clients per advisor8373107
Main custodianSchwabFidelity–
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack244
People on Advicer.bio756

From each firm's latest Form ADV (Jul 2026, Apr 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.

ToolPalisade Investments, LLCMa Private Wealth, LLCBna Wealth
Custodial Platform
Charles Schwab–Uses itUses it
Wealthscape (Fidelity)–Uses it–
Client File Sharing
Box––Uses it
CRM
HubSpot–Uses it–
Portfolio Management
Orion–Uses itUses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Tax Planning
Wealth.com––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Palisade Investments, LLC: Schwab, Reliance Trust Company, Ascensus Trust Company, Fidelity, Matrix Trust · Ma Private Wealth, LLC: Fidelity · Bna Wealth: none listed