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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 Partners (swap one in):+ Superior Planning Wealth Management & Family Office $349.6M · San Diego, CA+ Gebhardt Group, Inc $346.4M · Lafayette, CA+ Jpc Wealth Management, Inc. $312.7M · Petaluma, CA+ Qca Capital Management Inc $312.7M · Los Angeles, CA
Woodland Hills, CA
San Francisco, CA
Charlottesville, VA
Assets under management$329.6M$346.7M$346.1M
Asset growth, last 2 years+33%+78%+32%
Advisory staff262
Individual clients127141219
Assets per client$2.6M$2.5M$1.6M
Clients per advisor6424110
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20212014
Tools in their stack–34
People on Advicer.bio252

From each firm's latest Form ADV (Mar 2026, Feb 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 PartnersCitrine CapitalRede Wealth, LLC
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
RightCapital (Right Capital)–Uses it–
Planning Light
Advyzon–Uses it–
Schedule Apps
OnceHub––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Paragon Financial Partners: Schwab, Fidelity · Citrine Capital: Schwab · Rede Wealth, LLC: Schwab