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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+ Somerset Group LLC $145.6M · Wayzata, MN
Provo, UT
Miami, FL
Edmonds, WA
Assets under management$153.4M$161.1M$161.2M
Asset growth, last 2 years+12%–+33%
Advisory staff322
Individual clients180201151
Assets per client$852K$802K$1.1M
Clients per advisor6010176
Main custodianSchwabSchwabPershing
Filing with the SEC since2012 or earlier20242021
Tools in their stack135
People on Advicer.bio322

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 LLCTfs Advisors, LLC
Custodial Platform
Charles Schwab–Uses itUses it
NetX360 (Pershing)–Uses itUses it
Cash Management/Budgeting
Flourish––Uses it
CRM
SS&C Black Diamond–Uses it–
Portfolio Management
Envestnet––Uses it
Proposal Generation/Sales Enablement
NitrogenUses it––
Schedule Apps
Calendly––Uses it

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