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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 Precision Financial Services (swap one in):+ First Nebraska Financial Services $458M · North Platte, NE+ Paragon Private Wealth Management LLC $457.9M · Lexington, KY+ Gold Coast Wealth Management, LLC $413.8M · Jericho, NY+ Oak Asset Management, LLC $413.8M · Westlake Village, CA
Mine Hill, NJ
Wyckoff, NJ
O'fallon, IL
Assets under management$435.6M$459.4M$457.8M
Asset growth, last 2 years+36%−28%+69%
Advisory staff1034
Individual clients509225339
Assets per client$856K$2M$1.4M
Clients per advisor517585
Main custodianFidelityPershingSchwab
Filing with the SEC since201320202012 or earlier
Tools in their stack–22
People on Advicer.bio1024

From each firm's latest Form ADV (Feb 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.

ToolPrecision Financial ServicesSaiph Capital, LLCCambridge Capital Management, LLC
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
CRM
SS&C Black Diamond–Uses it–
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Precision Financial Services: Fidelity · Saiph Capital, LLC: Pershing, Voya Institutional Trust Company, Fidelity · Cambridge Capital Management, LLC: Schwab