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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+ Integra Financial, Inc. $139M · Greenwood Village, CO
Centennial, CO
Wayzata, MN
Boulder, CO
Assets under management$147.9M$155.3M$139.3M
Asset growth, last 2 years+26%+89%–
Advisory staff433
Individual clients156106162
Assets per client$948K$1.5M$860K
Clients per advisor393554
Main custodianSchwab–Pershing
Filing with the SEC since20232012 or earlier2024
Tools in their stack313
People on Advicer.bio331

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 CapitalSnowball Wealth Management
Custodial Platform
Charles SchwabUses it––
NetX360 (Pershing)––Uses it
Client Data Gathering
Asset-MapUses it––
Digital Marketing
Snappy KrakenUses it––
Planning Light
Advyzon––Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Paller Financial Services, Inc.: Schwab · Bannerstone Capital: none listed · Snowball Wealth Management: Pershing, Schwab, U.S. Bank