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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 Asset Management,Inc. (swap one in):+ Cultivate Financial Group LLC $61.7M · Los Gatos, CA+ Sagevest Financial Advisors, LLC $61.5M · Newport Beach, CA+ Depaolo & May Strategic Wealth LLC $55.2M · Irvine, CA+ Dolan Partners LLC $55.2M · Danville, CA
Marina Del Rey, CA
Santa Monica, CA
Santa Monica, CA
Assets under management$58.5M$61.5M$61.9M
Asset growth, last 2 years––+52%
Advisory staff112
Individual clients782645
Assets per client$750K$2.4M$1.4M
Clients per advisor782623
Main custodian––Schwab
Filing with the SEC since202620262017
Tools in their stack–42
People on Advicer.bio112

From each firm's latest Form ADV (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

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 Asset Management,Inc.Refresh InvestmentsEddy Financial, LLC
Schedule Apps
Acuity Scheduling––Uses it
Calendly–Uses it–
Client File Sharing
Box–Uses it–
CRM
SS&C Black Diamond––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Paradigm Asset Management,Inc.: none listed · Refresh Investments: none listed · Eddy Financial, LLC: Schwab