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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 Wealth Management (swap one in):+ Syndicated Capital, Inc. $142M · Brea, CA+ Severin Investments LLC $141.9M · St. Louis, MO+ Fairchild Financial Advisors, Inc. $127.3M · Folsom, CA+ Wright Wealth Strategies, LLC $127.2M · San Luis Obispo, CA
Arcadia, CA
Pasadena, CA
San Francisco, CA
Assets under management$135.1M$142.9M$127M
Asset growth, last 2 years––+20%
Advisory staff311
Individual clients10710432
Assets per client$1.3M$1.4M$4M
Clients per advisor3610432
Main custodianFidelitySchwabSchwab
Filing with the SEC since202420242015
Tools in their stack1––
People on Advicer.bio2–1

From each firm's latest Form ADV (Feb 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 Wealth ManagementAppian Way FinancialDouble Bay Management & Planning
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Colton Wealth Management: Fidelity · Appian Way Financial: Schwab · Double Bay Management & Planning: Schwab, Ascensus Broker Dealer Services, LLC