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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):+ First Financial Consulting $762.6M · Pasadena, 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
Manhattan Beach, CA
Assets under management$724.9M$761.9M$763.2M
Asset growth, last 2 years+107%+67%+19%
Advisory staff1346
Individual clients346117975
Assets per client$2.1M$6.5M$783K
Clients per advisor2729163
Main custodianSchwabSchwabSchwab
Filing with the SEC since201820132019
Tools in their stack–11
People on Advicer.bio956

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

ToolColton Groome Financial Advisors, LLCPerennialJeppson Wealth Management, LLC
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it

Custodians on Form ADV: Colton Groome Financial Advisors, LLC: Schwab, Fidelity · Perennial: Schwab · Jeppson Wealth Management, LLC: Schwab