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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 Pavilion Financial Planning (swap one in):+ M. D. Falk & Company, Inc. $4.5M+ Righteous Financial, LLC $4.5M · Austin, TX+ Finn $4.1M · San Francisco, CA+ Berone Capital LLC $4.1M
Miami, FL
Assets under management$4.3M$4.5M$4.5M
Asset growth, last 2 years––−78%
Advisory staff111
Individual clients171411
Assets per client$254K$324K$412K
Clients per advisor171411
Main custodian––Interactive Brokers
Filing with the SEC since202620262018
Tools in their stack12–
People on Advicer.bio111

From each firm's latest Form ADV (Jan 2026, Sep 2026, Jun 2025). 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

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.

ToolPavilion Financial PlanningKwmaBelvedere Wealth Advisors LLC
Custodial Platform
Charles Schwab–Uses it–
Schedule Apps
CalendlyUses it––
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Pavilion Financial Planning: none listed · Kwma: none listed · Belvedere Wealth Advisors LLC: Interactive Brokers