Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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
Cleveland, OH
Assets under management$482.3M$510M$506.6M
Asset growth, last 2 years+33%+31%−34%
Advisory staff323
Individual clients216186396
Assets per client$2.2M$2.7M$1.3M
Clients per advisor7293132
Main custodianSchwabSchwabSchwab
Filing with the SEC since2012 or earlier20152019
Tools in their stack––1
People on Advicer.bio333

From each firm's latest Form ADV (Mar 2026, Jan 2026, Jul 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 CapitalCleveland Wealth, LLC
CRM
SS&C Black Diamond––Uses it

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