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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):+ Paragon Private Wealth Management LLC $457.9M · Lexington, KY+ Cambridge Capital Management, LLC $457.8M · O'fallon, IL+ Gold Coast Wealth Management, LLC $413.8M · Jericho, NY+ Oak Asset Management, LLC $413.8M · Westlake Village, CA
Mine Hill, NJ
Wyckoff, NJ
North Platte, NE
Assets under management$435.6M$459.4M$458M
Asset growth, last 2 years+36%−28%+28%
Advisory staff1033
Individual clients509225463
Assets per client$856K$2M$989K
Clients per advisor5175154
Main custodianFidelityPershingSchwab
Filing with the SEC since201320202019
Tools in their stack–22
People on Advicer.bio1023

From each firm's latest Form ADV (Feb 2026, Apr 2026, Sep 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, LLCFirst Nebraska Financial Services
Custodial Platform
Charles Schwab––Uses it
NetX360 (Pershing)–Uses it–
CRM
SS&C Black Diamond–Uses it–
Portfolio Management
Envestnet––Uses it

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