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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 Wealth Management (swap one in):+ Sieben Wealth Planning LLC $161.2M+ Newground Social Investment $161.1M · Seattle, WA+ Somerset Group LLC $145.6M · Wayzata, MN+ Chapman & Chapman Advisors LLC $145.6M · Chagrin Falls, OH
Provo, UT
Miami, FL
The Villages, FL
Assets under management$153.4M$161.1M$145.7M
Asset growth, last 2 years+12%–+34%
Advisory staff325
Individual clients1802011,261
Assets per client$852K$802K$116K
Clients per advisor60101252
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20242021
Tools in their stack13–
People on Advicer.bio324

From each firm's latest Form ADV (Mar 2026, Aug 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 Wealth ManagementBarnett Capital Advisors LLCParady Wealth Management
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
CRM
SS&C Black Diamond–Uses it–
Proposal Generation/Sales Enablement
NitrogenUses it––

Custodians on Form ADV: Paragon Wealth Management: Schwab · Barnett Capital Advisors LLC: Schwab, Acp Securities, LLC · Parady Wealth Management: Fidelity