Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Paller Financial Services, Inc. (swap one in):+ Cam Investor Solutions $155.4M · Austin, TX+ Infinium Investment Advisors, LLC $155.3M · Denver, CO+ Snowball Wealth Management $139.3M · Boulder, CO+ Integra Financial, Inc. $139M · Greenwood Village, CO
Centennial, CO
Wayzata, MN
Johnstown, CO
Assets under management$147.9M$155.3M$139.8M
Asset growth, last 2 years+26%+89%+3%
Advisory staff433
Individual clients156106297
Assets per client$948K$1.5M$471K
Clients per advisor393599
Main custodianSchwab–Raymond James
Filing with the SEC since20232012 or earlier2021
Tools in their stack312
People on Advicer.bio333

From each firm's latest Form ADV (Feb 2026, 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

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.

ToolPaller Financial Services, Inc.Bannerstone CapitalCredentialed Wealth Advisors, LLC
Client Data Gathering
Asset-MapUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
Advyzon––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Paller Financial Services, Inc.: Schwab · Bannerstone Capital: none listed · Credentialed Wealth Advisors, LLC: Raymond James