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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 Para Wealth Advisors, Inc. (swap one in):+ Trimarc Wealth Management LLC $232.3M+ Econ Wealth Management $232.1M · Harrisburg, PA+ Runde & Co. LLC $209.5M · Seattle, WA+ Fulcrum Wealth Advisors, LLC $208M · Bellevue, WA
Camas, WA
Vancouver, WA
Boca Raton, FL
Assets under management$221M$233.8M$232.2M
Asset growth, last 2 years+37%−15%–
Advisory staff241
Individual clients257260127
Assets per client$860K$899K$1.8M
Clients per advisor12965127
Main custodianSEIFidelitySchwab
Filing with the SEC since202220222024
Tools in their stack–3–
People on Advicer.bio351

From each firm's latest Form ADV (Apr 2026, May 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.

ToolPara Wealth Advisors, Inc.Helium Advisors LLCReshape Wealth
Custodial Platform
Wealthscape (Fidelity)–Uses it–
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–

Custodians on Form ADV: Para Wealth Advisors, Inc.: SEI · Helium Advisors LLC: Fidelity, Schwab · Reshape Wealth: Schwab