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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 Palmer Jones & Associates, Inc. (swap one in):+ Hyams Investments, Inc. $62M+ Focusyou $61.9M · Redwood City, CA+ The Coleridge Group LLC $56M · Phoenix, AZ+ Milestone Money $56M · Chicago, IL
Omaha, NE
Assets under management$59M$62M$62M
Asset growth, last 2 years−33%––
Advisory staff112
Individual clients2963133
Assets per client$2M$984K$466K
Clients per advisor296367
Main custodian–––
Filing with the SEC since2012 or earlier20262026
Tools in their stack–11
People on Advicer.bio112

From each firm's latest Form ADV (Mar 2026, Sep 2026, Jan 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

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.

ToolPalmer Jones & Associates, Inc.Exhale WealthCws Wealth Partners
Schedule Apps
Calendly–Uses it–
Website Builders
Wix––Uses it