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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 Palm Wealth Partners (swap one in):+ Bristlecone Value Partners, LLC $188.4M · Los Angeles, CA+ Vine Capital Management, LLC $188.4M+ Redwood Park Advisors $170.3M · Redwood City, CA+ Zeit Capital Advisors $170.1M
Boca Raton, FL
Jacksonville, FL
Mountain Brook, AL
Assets under management$179.3M$189.6M$188.3M
Asset growth, last 2 years–+86%+50%
Advisory staff983
Individual clients68614895
Assets per client$261K$1.3M$2M
Clients per advisor761932
Main custodianFidelityFidelitySchwab
Filing with the SEC since202420232023
Tools in their stack–1–
People on Advicer.bio993

From each firm's latest Form ADV (Jul 2026, Jan 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.

ToolPalm Wealth PartnersFinancial Independence Advisors, LLCColarion
Portfolio Management
Orion–Uses it–

Custodians on Form ADV: Palm Wealth Partners: Fidelity · Financial Independence Advisors, LLC: Fidelity, Newedge Securities, Inc. · Colarion: Schwab, RBC, Interactive Brokers