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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+ Siharum Advisors, LLC $687.5M · Boston, MA
Asheville, NC
New York, NY
Columbus, OH
Assets under management$724.9M$761.9M$688.1M
Asset growth, last 2 years+107%+67%+174%
Advisory staff13432
Individual clients3461171,716
Assets per client$2.1M$6.5M$401K
Clients per advisor272954
Main custodianSchwabSchwabFidelity
Filing with the SEC since201820132023
Tools in their stack–1–
People on Advicer.bio9534

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, LLCPerennialSignature Equity Partners, LLC
CRM
Envestnet Tamarac–Uses it–

Custodians on Form ADV: Colton Groome Financial Advisors, LLC: Schwab, Fidelity · Perennial: Schwab · Signature Equity Partners, LLC: Fidelity, Schwab