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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):+ Fit Wealth Management $147.4M · Centennial, CO+ Outlook Capital Management, LLC $147.4M · Arlington Heights, IL+ Palisade Wealth Management $133.2M · Draper, UT+ Wealthmark, LLC $132M · Bellingham, WA
Seattle, WA
Staten Island, NY
Richfield, OH
Assets under management$140.3M$147.4M$147.3M
Asset growth, last 2 years+2%+46%+22%
Advisory staff5252
Individual clients207552142
Assets per client$678K$267K$1M
Clients per advisor412271
Main custodianFidelityHilltop Securities Inc.Trade-PMR
Filing with the SEC since202220172021
Tools in their stack4–1
People on Advicer.bio6312

From each firm's latest Form ADV (Sep 2026, Aug 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, IncRabe Investment Consulting Group
Custodial Platform
Charles SchwabUses it––
Wealthscape (Fidelity)Uses it––
Financial Planning
eMoney––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. · Rabe Investment Consulting Group: Trade-PMR