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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 Physicians Financial Services, Inc. (swap one in):+ Cleveland Wealth, LLC $506.6M · Cleveland, OH+ Onyx Financial Advisors, LLC $506.4M · Idaho Falls, ID+ First Nebraska Financial Services $458M · North Platte, NE+ Paragon Private Wealth Management LLC $457.9M · Lexington, KY
Raleigh, NC
Charlotte, NC
Cornelius, NC
Assets under management$482.3M$510M$509.7M
Asset growth, last 2 years+33%+31%+31%
Advisory staff329
Individual clients216186709
Assets per client$2.2M$2.7M$719K
Clients per advisor729379
Main custodianSchwabSchwabFidelity
Filing with the SEC since2012 or earlier20152018
Tools in their stack–––
People on Advicer.bio338

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Physicians Financial Services, Inc.: Schwab · Defender Capital: Schwab · Aspire Private Capital: Fidelity