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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+ Bna Wealth $619.8M · Rock Hill, SC
Zephyr Cove, NV
San Carlos, CA
Raleigh, NC
Assets under management$652.7M$686M$620M
Asset growth, last 2 years+40%+34%+72%
Advisory staff752
Individual clients578366610
Assets per client$1.1M$1.9M$1M
Clients per advisor8373305
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20172012 or earlier
Tools in their stack241
People on Advicer.bio754

From each firm's latest Form ADV (Jul 2026, Apr 2026, Jan 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, LLCCapital Advisers, Inc.
CRM
Envestnet Tamarac––Uses it
HubSpot–Uses it–
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Portfolio Management
Orion–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses 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 · Capital Advisers, Inc.: Schwab, E*Trade Securities LLC