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.

Palmer Jones & Associates, Inc.
Exhale Wealth
The Coleridge Group LLC

Similar in size to Palmer Jones & Associates, Inc. (swap one in):+ Cws Wealth Partners $62M · Omaha, NE + Focusyou $61.9M · Redwood City, CA + Milestone Money $56M · Chicago, IL + Tresses Capital Management, LLC $56M

	Palmer Jones & Associates, Inc.	Exhale Wealth	The Coleridge Group LLC Phoenix, AZ
Assets under management	$59M	$62M	$56M
Asset growth, last 2 years	−33%	–	+135%
Advisory staff	1	1	1
Individual clients	29	63	39
Assets per client	$2M	$984K	$1.4M
Clients per advisor	29	63	39
Main custodian	–	–	–
Filing with the SEC since	2012 or earlier	2026	2012 or earlier
Tools in their stack	–	1	3
People on Advicer.bio	1	1	1

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