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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 Bruce Colin and Company (swap one in):+ Allied Portfolio Management, Inc. $240.2M · Tucson, AZ+ Jennings & Associates Financial Advisors, LLC $240.1M · Paducah, KY+ Costello Financial Planning, Inc. $217.1M+ Polaris Investment Advisors, LLC $217.1M · Framingham, MA
Prescott, AZ
Mechanicsburg, PA
Assets under management$228.5M$240.1M$240M
Asset growth, last 2 years+8%+260%+20%
Advisory staff156
Individual clients28333267
Assets per client$8.2M$721K$899K
Clients per advisor286745
Main custodianSchwabSchwabLPL Financial
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack1––
People on Advicer.bio126

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

ToolBruce Colin and CompanyLane Brothers Investment CounselIfs Group
Performance Reporting
AddeparUses it––

Custodians on Form ADV: Bruce Colin and Company: Schwab · Lane Brothers Investment Counsel: Schwab · Ifs Group: LPL Financial