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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+ Gunder Wealth Management, LLC $139M+ Centerpiece Wealth Advisor $138.6M · Greenwood Village, CO
Greenwood Village, CO
Boulder, CO
Greenwood Village, CO
Assets under management$146.5M$154.2M$139M
Asset growth, last 2 years+44%+157%+13%
Advisory staff214
Individual clients18913111
Assets per client$775K$11.9M$1.3M
Clients per advisor951328
Main custodianFidelity–Schwab
Filing with the SEC since20172012 or earlier2022
Tools in their stack11–
People on Advicer.bio214

From each firm's latest Form ADV (Mar 2026, Sep 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 ManagementQuishIntegra Financial, Inc.
Planning Light
AdvyzonUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Paramount Associates Wealth Management: Fidelity · Quish: none listed · Integra Financial, Inc.: Schwab, Altruist