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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 Tealwood Asset Management (swap one in):+ Ketron Financial LLC $384M · Novato, CA+ Longview Financial Advisors, LLC $383.9M+ Pflug Koory, LLC $347M · Omaha, NE+ Nepsis, Inc. $344.5M · Minneapolis, MN
Minneapolis, MN
Richmond, VA
Greensboro, NC
Assets under management$365.4M$383.7M$383.7M
Asset growth, last 2 years+11%+37%+49%
Advisory staff444
Individual clients230729196
Assets per client$1.6M$526K$2M
Clients per advisor5818249
Main custodianSchwabLPL FinancialSchwab
Filing with the SEC since2012 or earlier20192020
Tools in their stack133
People on Advicer.bio333

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

ToolTealwood Asset ManagementParagon Financial ServicesSpartan Planning Group
Custodial Platform
Charles Schwab––Uses it
LPL Financial (ClientWorks)–Uses it–
Client Data Gathering
PreciseFP–Uses it–
CRM
HubSpot––Uses it
Portfolio Management
OrionUses it–Uses it
Schedule Apps
OnceHub–Uses it–

Custodians on Form ADV: Tealwood Asset Management: Schwab, Fidelity · Paragon Financial Services: LPL Financial · Spartan Planning Group: Schwab