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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 Solitude Financial Services, Inc. (swap one in):+ Wwm Financial $381.8M · Carslbad, CA+ Pecaut Wealth Management $381.8M · Sioux City, IA+ Rhp Wealth Management $344.8M · Houston, TX+ Hicks Capital Management, LLC $344.7M · Columbus, OH
Charlottesville, VA
Richmond, VA
Pewaukee, WI
Assets under management$363.5M$383.7M$345.3M
Asset growth, last 2 years+56%+37%+53%
Advisory staff645
Individual clients164729283
Assets per client$2.2M$526K$1.2M
Clients per advisor2718257
Main custodianSchwabLPL Financial–
Filing with the SEC since201920192023
Tools in their stack431
People on Advicer.bio635

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

ToolSolitude Financial Services, Inc.Paragon Financial ServicesFortress Planning Group
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)–Uses it–
Schedule Apps
CalendlyUses it–Uses it
OnceHub–Uses it–
Client Data Gathering
PreciseFP–Uses it–
Client Portal
FynancialUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Solitude Financial Services, Inc.: Schwab · Paragon Financial Services: LPL Financial · Fortress Planning Group: none listed