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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+ F5 Financial Planning, L.l.c. $168.7M+ Fpfoco $151.7M · Fort Collins, CO+ Outbound Financial $151.2M · Boulder, CO
Denver, CO
Denver, CO
Colorado Springs, CO
Assets under management$160.5M$169.9M$169.1M
Asset growth, last 2 years+25%−6%–
Advisory staff122
Individual clients172101211
Assets per client$933K$1.7M$802K
Clients per advisor17251106
Main custodianLPL FinancialSchwabSchwab
Filing with the SEC since20212012 or earlier2024
Tools in their stack––3
People on Advicer.bio123

From each firm's latest Form ADV (Mar 2026, Oct 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 CorporationPlanwiser Financial
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Squarespace––Uses it

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