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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+ Acadia Legacy Group $133.2M · Clive, IA
Seattle, WA
Staten Island, NY
Bellingham, WA
Assets under management$140.3M$147.4M$132M
Asset growth, last 2 years+2%+46%+36%
Advisory staff5252
Individual clients207552123
Assets per client$678K$267K$1.1M
Clients per advisor412262
Main custodianFidelityHilltop Securities Inc.Axos Clearing
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, 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, IncWealthmark, LLC
Custodial Platform
Axos––Uses it
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. · Wealthmark, LLC: Axos Clearing