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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):+ Wealth Management Advisors, LLC $686.1M · Greenville, SC+ Marotta Wealth Management, Inc. $686M · Charlottesville, VA+ Altus Wealth Group, LLC $620.1M · Colorado Springs, CO+ Capital Advisers, Inc. $620M · Raleigh, NC
Zephyr Cove, NV
San Carlos, CA
Assets under management$652.7M$686M$685.7M
Asset growth, last 2 years+40%+34%+133%
Advisory staff757
Individual clients578366352
Assets per client$1.1M$1.9M$1.9M
Clients per advisor837350
Main custodianSchwabFidelitySchwab
Filing with the SEC since2012 or earlier20172020
Tools in their stack242
People on Advicer.bio758

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, LLCThayer Partners LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
CRM
HubSpot–Uses itUses it
Planning Light
Advyzon––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 · Thayer Partners LLC: Schwab, Fidelity