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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+ Parady Wealth Management $145.7M · The Villages, FL+ Chapman & Chapman Advisors LLC $145.6M · Chagrin Falls, OH
Provo, UT
Miami, FL
Wayzata, MN
Assets under management$153.4M$161.1M$145.6M
Asset growth, last 2 years+12%–+0%
Advisory staff322
Individual clients18020158
Assets per client$852K$802K$2.5M
Clients per advisor6010129
Main custodianSchwabSchwabU.S. Bank
Filing with the SEC since2012 or earlier20242012 or earlier
Tools in their stack133
People on Advicer.bio323

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.

ToolParagon Wealth ManagementBarnett Capital Advisors LLCSomerset Group LLC
CRM
Envestnet Tamarac––Uses it
SS&C Black Diamond–Uses it–
Custodial Platform
Charles Schwab–Uses it–
NetX360 (Pershing)–Uses it–
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Paragon Wealth Management: Schwab · Barnett Capital Advisors LLC: Schwab, Acp Securities, LLC · Somerset Group LLC: U.S. Bank, Schwab, Wilmington Trust, NA