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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 Bellingham Capital (swap one in):+ Rooted Planning Group $157M · Corning, NY+ Legacy Advisory Services, LLC $156.9M · Exton, PA+ Dlk Investment Advisors, LLC $140.7M · Mercer Island, WA+ Colmina, LLC $140.3M · Seattle, WA
Bellingham, WA
Port Angeles, WA
Frederick, MD
Assets under management$149.2M$157.9M$156.9M
Asset growth, last 2 years+18%+21%+12%
Advisory staff455
Individual clients243293204
Assets per client$614K$539K$769K
Clients per advisor615941
Main custodianSchwabSEIFidelity
Filing with the SEC since202220192023
Tools in their stack11–
People on Advicer.bio553

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.

ToolBellingham CapitalHallett AdvisorsMoore Wealth
Proposal Generation/Sales Enablement
Nitrogen–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Bellingham Capital: Schwab · Hallett Advisors: SEI, Schwab · Moore Wealth: Fidelity