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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 Paratus Financial, Inc. (swap one in):+ Tanglewood Legacy Advisors, LLC $809M · Houston, TX+ Parisi Gray Wealth Management, LLC $796M · Mendham, NJ+ Doliver Advisors, L.p. $718.4M · Houston, TX+ Main Street Retirement Planning, LLC $716.6M · Coppell, TX
Dallas, TX
Plano, TX
Las Cruces, NM
Assets under management$757.4M$803.2M$795.9M
Asset growth, last 2 years+22%+84%+28%
Advisory staff7217
Individual clients87475972
Assets per client$8.7M$1.7M$819K
Clients per advisor1223139
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20192012 or earlier
Tools in their stack112
People on Advicer.bio2235

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

ToolParatus Financial, Inc.Moss, Luse & Womble, LLCWestwind Capital
CRM
HubSpot–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Website Builders
WixUses it––

Custodians on Form ADV: Paratus Financial, Inc.: Schwab · Moss, Luse & Womble, LLC: Schwab · Westwind Capital: Schwab