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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):+ Aspire Private Capital $509.7M · Cornelius, NC+ 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
O'fallon, IL
Assets under management$482.3M$510M$457.8M
Asset growth, last 2 years+33%+31%+69%
Advisory staff324
Individual clients216186339
Assets per client$2.2M$2.7M$1.4M
Clients per advisor729385
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152012 or earlier
Tools in their stack––2
People on Advicer.bio334

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

ToolPhysicians Financial Services, Inc.Defender CapitalCambridge Capital Management, LLC
Custodial Platform
Charles Schwab––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Physicians Financial Services, Inc.: Schwab · Defender Capital: Schwab · Cambridge Capital Management, LLC: Schwab