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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):+ Legacy Advisory Services, LLC $156.9M · Exton, PA+ Moore Wealth $156.9M · Frederick, MD+ Dlk Investment Advisors, LLC $140.7M · Mercer Island, WA+ Colmina, LLC $140.3M · Seattle, WA
Bellingham, WA
Port Angeles, WA
Corning, NY
Assets under management$149.2M$157.9M$157M
Asset growth, last 2 years+18%+21%+64%
Advisory staff453
Individual clients243293218
Assets per client$614K$539K$720K
Clients per advisor615973
Main custodianSchwabSEISchwab
Filing with the SEC since202220192018
Tools in their stack115
People on Advicer.bio553

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

ToolBellingham CapitalHallett AdvisorsRooted Planning Group
Custodial Platform
Charles Schwab––Uses it
Vanguard––Uses it
Website Builders
Squarespace––Uses it
WixUses it––
Advisory Fee Billing
AdvicePay––Uses it
Financial Planning
eMoney––Uses it
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Bellingham Capital: Schwab · Hallett Advisors: SEI, Schwab · Rooted Planning Group: Schwab