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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 Patrick Mauro Investment Advisor, Inc. (swap one in):+ Davinci Financial Designs $222.8M · Columbia, SC+ Carey Wealth Management $222.8M · San Ramon, CA+ Keystone Wealth Advisors, Incorporated $201.4M · Eagan, MN+ Paradigm Wealth Advisory LLC $201.2M · Bridgewater, NJ
Kingsport, TN
Phoenix, AZ
Assets under management$212.1M$222.8M$222.8M
Asset growth, last 2 years+13%+29%+51%
Advisory staff233
Individual clients141350479
Assets per client$1.5M$637K$465K
Clients per advisor71117160
Main custodianSchwabSchwabSchwab
Filing with the SEC since20182012 or earlier2017
Tools in their stack–11
People on Advicer.bio333

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

ToolPatrick Mauro Investment Advisor, Inc.Aldebaran Financial IncSharpepoint, LLC
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Patrick Mauro Investment Advisor, Inc.: Schwab, Morgan Stanley · Aldebaran Financial Inc: Schwab · Sharpepoint, LLC: Schwab