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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 Paragon Financial Advisors (swap one in):+ The Clarus Group $1.1B · Houston, TX+ Enclave Advisors, LLC $1.1B · Austin, TX+ Avion Wealth $984.6M · The Woodlands, TX+ Bentoak Capital $969.8M · Weatherford, TX
College Station, TX
Dallas, TX
Dallas, TX
Assets under management$1.05B$1.1B$1.1B
Asset growth, last 2 years+54%+108%+648%
Advisory staff1477108
Individual clients4378,8482,387
Assets per client$2.4M$125K$462K
Clients per advisor3111522
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2021
Tools in their stack222
People on Advicer.bio1365128

From each firm's latest Form ADV (Oct 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.

ToolParagon Financial AdvisorsCoppell Advisory Solutions LLCIntegrity Advisory Solutions
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Client File Sharing
Dropbox––Uses it
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Paragon Financial Advisors: Schwab · Coppell Advisory Solutions LLC: Schwab · Integrity Advisory Solutions: Schwab