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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 Couloir Wealth Advisors, Inc. (swap one in):+ Saffron Capital, LLC $5.6M · Minneapolis, MN+ Financial Spectrum Inc. $5.6M · Jenkintown, PA+ Dba, Cornerstone Investment Counsel $5.1M+ Chlebina Capital $5.1M · Akron, OH
Quincy, IL
Assets under management$5.3M$5.6M$5.1M
Asset growth, last 2 years–––
Advisory staff211
Individual clients13425
Assets per client$410K$1.4M$203K
Clients per advisor7425
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack4––
People on Advicer.bio211

From each firm's latest Form ADV (Feb 2026, Jan 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.

ToolCouloir Wealth Advisors, Inc.Keybridge CapitalLkl Advisors
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
eMoneyUses it––
Video Meetings & Messaging
ZoomUses it––