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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 Columbia River Advisors (swap one in):+ Sterling Manor Financial, LLC $201M · Saratoga Springs, NY+ My Portfolio Guide, LLC $201M · Seal Beach, CA+ Cannon Advisors $181.6M · Charlotte, NC+ U.s. Wealth Group, LLC $181.5M
Tacoma, WA
Chicago, IL
Omaha, NE
Assets under management$191.1M$200.9M$200.8M
Asset growth, last 2 years−59%+16%+7%
Advisory staff344
Individual clients231524443
Assets per client$827K$383K$453K
Clients per advisor77131111
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20202021
Tools in their stack322
People on Advicer.bio444

From each firm's latest Form ADV (Jul 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.

ToolColumbia River AdvisorsStride Investments, LLCBlue Capital
Custodial Platform
Charles SchwabUses it––
Financial Planning
eMoneyUses it––
Legacy Planning
Everplans–Uses it–
Planning Light
Advyzon–Uses itUses it
Portfolio Management
OrionUses it––
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Columbia River Advisors: none listed · Stride Investments, LLC: Schwab · Blue Capital: Schwab