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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):+ Integrity Advisory Solutions $1.1B · Dallas, 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
San Francisco, CA
Assets under management$1.05B$1.1B$992.9M
Asset growth, last 2 years+54%+108%–
Advisory staff14777
Individual clients4378,848624
Assets per client$2.4M$125K$1.6M
Clients per advisor3111589
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack222
People on Advicer.bio13659

From each firm's latest Form ADV (Oct 2026, Mar 2026, Apr 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 LLCSyntheticfi LLC
CRM
HubSpot–Uses it–
Custodial Platform
Charles SchwabUses it––
Portfolio Management
OrionUses it––
Schedule Apps
Calendly–Uses itUses it
Website Builders
Webflow––Uses it

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