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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+ Blue Capital $200.8M · Omaha, NE+ Cannon Advisors $181.6M · Charlotte, NC+ U.s. Wealth Group, LLC $181.5M
Tacoma, WA
Chicago, IL
Seal Beach, CA
Assets under management$191.1M$200.9M$201M
Asset growth, last 2 years−59%+16%–
Advisory staff342
Individual clients231524315
Assets per client$827K$383K$638K
Clients per advisor77131158
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier20202024
Tools in their stack321
People on Advicer.bio443

From each firm's latest Form ADV (Jul 2026, Mar 2026, Feb 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, LLCMy Portfolio Guide, LLC
Custodial Platform
Charles SchwabUses it–Uses it
Financial Planning
eMoneyUses it––
Legacy Planning
Everplans–Uses it–
Planning Light
Advyzon–Uses it–
Portfolio Management
OrionUses it––

Custodians on Form ADV: Columbia River Advisors: none listed · Stride Investments, LLC: Schwab · My Portfolio Guide, LLC: Schwab