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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 Wealth Advisory LLC (swap one in):+ Thompson Davis Asset Management $211.3M · Richmond, VA+ Financial Rounds $211.3M · Cincinnati, OH+ High Plains Investment Advisors, Inc. $191.2M · Lubbock, TX+ Forthright Family Wealth Advisory LLC $191.2M · Houston, TX
Bridgewater, NJ
Warren, NJ
Iselin, NJ
Assets under management$201.2M$212.8M$212M
Asset growth, last 2 years−43%+20%+24%
Advisory staff1037
Individual clients280143439
Assets per client$719K$1.5M$483K
Clients per advisor284863
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since201620152023
Tools in their stack–––
People on Advicer.bio8–6

From each firm's latest Form ADV (Sep 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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Paradigm Wealth Advisory LLC: LPL Financial, Schwab · Sacks & Associates, LLC: Schwab · Bravias Financial: Schwab