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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 Colmina, LLC (swap one in):+ Outlook Capital Management, LLC $147.4M · Arlington Heights, IL+ Rabe Investment Consulting Group $147.3M · Richfield, OH+ Palisade Wealth Management $133.2M · Draper, UT+ Wealthmark, LLC $132M · Bellingham, WA
Seattle, WA
Staten Island, NY
Clive, IA
Assets under management$140.3M$147.4M$133.2M
Asset growth, last 2 years+2%+46%+21%
Advisory staff5253
Individual clients20755245
Assets per client$678K$267K$3M
Clients per advisor412215
Main custodianFidelityHilltop Securities Inc.Schwab
Filing with the SEC since202220172022
Tools in their stack4––
People on Advicer.bio6311

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

ToolColmina, LLCChelsea Advisory Services, IncAcadia Legacy Group
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Schedule Apps
CalendlyUses it––
Website Builders
WixUses it––

Custodians on Form ADV: Colmina, LLC: Fidelity, Schwab · Chelsea Advisory Services, Inc: Hilltop Securities Inc. · Acadia Legacy Group: Schwab