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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 Collier Financial, Inc (swap one in):+ West End Wealth Management, LLC $170.4M · Denver, CO+ Planwiser Financial $169.1M · Colorado Springs, CO+ Heritage Wealth Management Group, LTD $152.2M · Norfolk, VA+ Outbound Financial $151.2M · Boulder, CO
Denver, CO
Denver, CO
Fort Collins, CO
Assets under management$160.5M$169.9M$151.7M
Asset growth, last 2 years+25%−6%–
Advisory staff123
Individual clients172101119
Assets per client$933K$1.7M$1.3M
Clients per advisor1725140
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20212012 or earlier2024
Tools in their stack––7
People on Advicer.bio123

From each firm's latest Form ADV (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.

ToolCollier Financial, IncLarimer Capital CorporationFpfoco
Cash Management/Budgeting
Flourish––Uses it
Monarch––Uses it
Custodial Platform
Betterment Advisor Solutions––Uses it
Charles Schwab––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Retirement Planning
Income Lab––Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Collier Financial, Inc: LPL Financial · Larimer Capital Corporation: Schwab · Fpfoco: Schwab, Fidelity