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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 Paller Financial Services, Inc. (swap one in):+ Cam Investor Solutions $155.4M · Austin, TX+ Infinium Investment Advisors, LLC $155.3M · Denver, CO+ Credentialed Wealth Advisors, LLC $139.8M · Johnstown, CO+ Snowball Wealth Management $139.3M · Boulder, CO
Centennial, CO
Wayzata, MN
Corpus Christi, TX
Assets under management$147.9M$155.3M$155.4M
Asset growth, last 2 years+26%+89%+163%
Advisory staff432
Individual clients156106129
Assets per client$948K$1.5M$1.2M
Clients per advisor393565
Main custodianSchwab––
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack31–
People on Advicer.bio332

From each firm's latest Form ADV (Feb 2026, Mar 2026, Aug 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 CapitalHerndon Plant Oakley LTD
Client Data Gathering
Asset-MapUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Paller Financial Services, Inc.: Schwab · Bannerstone Capital: none listed · Herndon Plant Oakley LTD: none listed