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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 Management, LLC (swap one in):+ Delta Financial Advisors, L.l.c. $592.3M · Metairie, LA+ Wealth Preservation Advisors, LLC $591.6M · Chattanooga, TN+ National Wealth Management Group, LLC $534.9M · Cincinnati, OH+ Yarger Wealth Strategies, LLC $529.7M · Westerville, OH
Westlake, OH
Columbus, OH
Calabasas, CA
Assets under management$563.4M$592.1M$535.2M
Asset growth, last 2 years+62%+49%+43%
Advisory staff643
Individual clients416220347
Assets per client$1.4M$2.7M$1.5M
Clients per advisor6955116
Main custodianFidelityFidelitySchwab
Filing with the SEC since2012 or earlier2012 or earlier2020
Tools in their stack214
People on Advicer.bio643

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

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 Wealth Management, LLCGerber, LLCTriagen Wealth Management LLC
Digital Marketing
Mailchimp––Uses it
Snappy KrakenUses it––
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon–Uses it–
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Paradigm Wealth Management, LLC: Fidelity, Schwab · Gerber, LLC: Fidelity · Triagen Wealth Management LLC: Schwab