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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):+ Blue Rock Financial Group $381.8M · Rehoboth Beach, DE+ Pecaut Wealth Management $381.8M · Sioux City, IA+ Fortress Planning Group $345.3M · Pewaukee, WI+ Rhp Wealth Management $344.8M · Houston, TX
Charlottesville, VA
Richmond, VA
Carslbad, CA
Assets under management$363.5M$383.7M$381.8M
Asset growth, last 2 years+56%+37%+37%
Advisory staff646
Individual clients164729545
Assets per client$2.2M$526K$701K
Clients per advisor2718291
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since201920192012 or earlier
Tools in their stack432
People on Advicer.bio633

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

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

Custodians on Form ADV: Solitude Financial Services, Inc.: Schwab · Paragon Financial Services: LPL Financial · Wwm Financial: Schwab