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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):+ Herndon Plant Oakley LTD $155.4M · Corpus Christi, TX+ Cam Investor Solutions $155.4M · Austin, TX+ Credentialed Wealth Advisors, LLC $139.8M · Johnstown, CO+ Snowball Wealth Management $139.3M · Boulder, CO
Centennial, CO
Wayzata, MN
Denver, CO
Assets under management$147.9M$155.3M$155.3M
Asset growth, last 2 years+26%+89%+53%
Advisory staff432
Individual clients156106115
Assets per client$948K$1.5M$1.4M
Clients per advisor393558
Main custodianSchwab–Fidelity
Filing with the SEC since20232012 or earlier2012 or earlier
Tools in their stack311
People on Advicer.bio332

From each firm's latest Form ADV (Feb 2026, Mar 2026, Sep 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 CapitalInfinium Investment Advisors, LLC
Client Data Gathering
Asset-MapUses it––
CRM
HubSpot––Uses 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 · Infinium Investment Advisors, LLC: Fidelity