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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 Parabla, LLC (swap one in):+ Patrumin Investors, LLC $23.8M · Naples, FL+ Windemere Advisors, LLC $23.8M · Valdosta, GA+ Envision Wealth Planning Inc. $21.5M · Chicago, IL+ Family and Money Matters $21.5M · Coral Gables, FL
Oak Ridge, NC
Chapel Hill, NC
Cincinnati, OH
Assets under management$22.7M$23.8M$21.5M
Asset growth, last 2 years+27%––
Advisory staff121
Individual clients361622
Assets per client$630K$1.5M$979K
Clients per advisor36822
Main custodianSchwab––
Filing with the SEC since202220262026
Tools in their stack2–3
People on Advicer.bio121

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

ToolParabla, LLCBolin Creek Wealth Advisors LLCEntrypoint Wealth Management
Custodial Platform
Axos––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
Calendly––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Parabla, LLC: Schwab · Bolin Creek Wealth Advisors LLC: none listed · Entrypoint Wealth Management: none listed