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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 Colton Groome Financial Advisors, LLC (swap one in):+ Jeppson Wealth Management, LLC $763.2M · Manhattan Beach, CA+ Summit Wealth Group LLC $761.9M · Exeter, NH+ Nvest Financial, LLC $688.3M · Portsmouth, NH+ Signature Equity Partners, LLC $688.1M · Columbus, OH
Asheville, NC
New York, NY
Pasadena, CA
Assets under management$724.9M$761.9M$762.6M
Asset growth, last 2 years+107%+67%–
Advisory staff1347
Individual clients346117636
Assets per client$2.1M$6.5M$1.2M
Clients per advisor272991
Main custodianSchwabSchwab–
Filing with the SEC since201820132026
Tools in their stack–1–
People on Advicer.bio957

From each firm's latest Form ADV (Sep 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.

ToolColton Groome Financial Advisors, LLCPerennialFirst Financial Consulting
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Colton Groome Financial Advisors, LLC: Schwab, Fidelity · Perennial: Schwab · First Financial Consulting: none listed