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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+ Double Bay Management & Planning $127M · San Francisco, CA
Arcadia, CA
Pasadena, CA
San Luis Obispo, CA
Assets under management$135.1M$142.9M$127.2M
Asset growth, last 2 years––+77%
Advisory staff311
Individual clients107104196
Assets per client$1.3M$1.4M$649K
Clients per advisor36104196
Main custodianFidelitySchwabLPL Financial
Filing with the SEC since202420242019
Tools in their stack1–2
People on Advicer.bio2–1

From each firm's latest Form ADV (Feb 2026, Mar 2026, Oct 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 FinancialWright Wealth Strategies, LLC
Custodial Platform
LPL Financial (ClientWorks)––Uses it
Digital Marketing
Snappy Kraken––Uses it
Schedule Apps
GRemindersUses it––

Custodians on Form ADV: Colton Wealth Management: Fidelity · Appian Way Financial: Schwab · Wright Wealth Strategies, LLC: LPL Financial, John Hancock Distributors LLC