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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 Wealthpaver (swap one in):+ Pair Lending LLC $81K · San Francisco, CA+ Socialtrader $73K · San Diego, CA+ Afrobloc $63K+ Broken Investing, LLC $60K · Waco, TX
Pleasanton, CA
San Diego, CA
Assets under management$67K$76K$64K
Asset growth, last 2 years+199%––
Advisory staff111
Individual clients2413
Assets per client$3K$76K$21K
Clients per advisor2413
Main custodianInteractive Brokers––
Filing with the SEC since201820262026
Tools in their stack––2
People on Advicer.bio111

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

ToolWealthpaverPearson, Frederick, Norman Jr.Tandem Financial Planning LLC
Client Data Gathering
Jotform––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it

Custodians on Form ADV: Wealthpaver: Interactive Brokers · Pearson, Frederick, Norman Jr.: none listed · Tandem Financial Planning LLC: none listed