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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):+ Mayfield Advisors, Inc. $143.5M · Palo Alto, 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
Brea, CA
Assets under management$135.1M$142.9M$142M
Asset growth, last 2 years––+23%
Advisory staff319
Individual clients107104465
Assets per client$1.3M$1.4M$305K
Clients per advisor3610452
Main custodianFidelitySchwab–
Filing with the SEC since202420242023
Tools in their stack1–2
People on Advicer.bio2–9

From each firm's latest Form ADV (Feb 2026, Mar 2026, Sep 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 FinancialSyndicated Capital, Inc.
Schedule Apps
Calendly––Uses it
GRemindersUses it––
Custodial Platform
NetX360 (Pershing)––Uses it

Custodians on Form ADV: Colton Wealth Management: Fidelity · Appian Way Financial: Schwab · Syndicated Capital, Inc.: none listed