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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 Paramount Associates Wealth Management (swap one in):+ Butler Financial Services $154.7M · Denver, CO+ Tier One Wealth Management $154M · Lone Tree, CO+ Integra Financial, Inc. $139M · Greenwood Village, CO+ Centerpiece Wealth Advisor $138.6M · Greenwood Village, CO
Greenwood Village, CO
Boulder, CO
Assets under management$146.5M$154.2M$139M
Asset growth, last 2 years+44%+157%–
Advisory staff212
Individual clients18913105
Assets per client$775K$11.9M$1.3M
Clients per advisor951353
Main custodianFidelity–Schwab
Filing with the SEC since20172012 or earlier2024
Tools in their stack114
People on Advicer.bio212

From each firm's latest Form ADV (Mar 2026, Jan 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.

ToolParamount Associates Wealth ManagementQuishGunder Wealth Management, LLC
Advisor Lead Gen
Fee-Only Network––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Planning Light
AdvyzonUses it–Uses it
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Paramount Associates Wealth Management: Fidelity · Quish: none listed · Gunder Wealth Management, LLC: Schwab