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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 Paradigm Advisors, LLC (swap one in):+ Certified Financial Strategies Corporation $144.4M · Dallas, TX+ Pmg Family Office, LLC $144M · Plano, TX+ Genereux Investment Management, Inc. $129.3M+ Marcus Capital, LLC $129.2M · Northfield, IL
Dallas, TX
Montgomery, TX
Yardley, PA
Assets under management$136.1M$144.1M$129.3M
Asset growth, last 2 years+366%+49%+157%
Advisory staff325
Individual clients82160140
Assets per client$1.7M$901K$923K
Clients per advisor278028
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20202021
Tools in their stack3–4
People on Advicer.bio415

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

ToolParadigm Advisors, LLCPaladino WealthAttleboro Wealth Management LLC
Client Data Gathering
PreciseFPUses it––
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Snappy Kraken––Uses it
Financial Planning
eMoneyUses it–Uses it
Planning Light
Advyzon––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Paradigm Advisors, LLC: none listed · Paladino Wealth: Schwab · Attleboro Wealth Management LLC: Schwab