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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 Solidarity Wealth, LLC (swap one in):+ Mission Creek Capital Partners, Inc. $741.6M · San Francisco, CA+ Paragon Capital Management LLC $739.8M · Overland Park, KS+ Stone Temple Partners LLC $668.7M · New York, NY+ The Oak Ridge Financial Services Group, Inc $668.6M · Golden Valley, MN
Lehi, UT
Coral Gables, FL
Assets under management$704.2M$740.1M$668.6M
Asset growth, last 2 years+35%+43%+30%
Advisory staff833
Individual clients218125211
Assets per client$3.2M$5.9M$3.2M
Clients per advisor274270
Main custodianPershingSchwabFidelity
Filing with the SEC since20212012 or earlier2012 or earlier
Tools in their stack3––
People on Advicer.bio933

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

ToolSolidarity Wealth, LLCBayshore Wealth AdvisorsWealth Care LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
NetX360 (Pershing)Uses it––
Financial Planning
RightCapital (Right Capital)Uses it––

Custodians on Form ADV: Solidarity Wealth, LLC: Pershing · Bayshore Wealth Advisors: Schwab · Wealth Care LLC: Fidelity