Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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+ Attleboro Wealth Management LLC $129.3M · Yardley, PA
Dallas, TX
Montgomery, TX
Northfield, IL
Assets under management$136.1M$144.1M$129.2M
Asset growth, last 2 years+366%+49%+275%
Advisory staff322
Individual clients8216098
Assets per client$1.7M$901K$1.3M
Clients per advisor278049
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20202012 or earlier
Tools in their stack3–1
People on Advicer.bio412

From each firm's latest Form ADV (Aug 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.

ToolParadigm Advisors, LLCPaladino WealthMarcus Capital, LLC
Financial Planning
eMoneyUses it––
RightCapital (Right Capital)––Uses it
Client Data Gathering
PreciseFPUses it––
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Paradigm Advisors, LLC: none listed · Paladino Wealth: Schwab · Marcus Capital, LLC: Schwab