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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+ Acadia Legacy Group $133.2M · Clive, IA+ Wealthmark, LLC $132M · Bellingham, WA
Seattle, WA
Staten Island, NY
Draper, UT
Assets under management$140.3M$147.4M$133.2M
Asset growth, last 2 years+2%+46%–
Advisory staff5253
Individual clients207552141
Assets per client$678K$267K$945K
Clients per advisor412247
Main custodianFidelityHilltop Securities Inc.Schwab
Filing with the SEC since202220172024
Tools in their stack4–1
People on Advicer.bio6313

From each firm's latest Form ADV (Sep 2026, Aug 2026, Apr 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, IncPalisade Wealth Management
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Website Builders
Squarespace––Uses it
WixUses it––
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Colmina, LLC: Fidelity, Schwab · Chelsea Advisory Services, Inc: Hilltop Securities Inc. · Palisade Wealth Management: Schwab