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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 Diamant Asset Management, Inc. (swap one in):+ Flax Pond Capital, LLC $222.3M+ Colrain Capital LLC $222.2M · Boston, MA+ Stride Investments, LLC $200.9M · Chicago, IL+ Farrell Financial $200.6M · Orchard Park, NY
Ridgefield, CT
Omaha, NE
Assets under management$211.5M$222.3M$200.8M
Asset growth, last 2 years+0%+140%+7%
Advisory staff314
Individual clients59225443
Assets per client$3.6M$988K$453K
Clients per advisor20225111
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20212021
Tools in their stack1–2
People on Advicer.bio314

From each firm's latest Form ADV (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.

ToolDiamant Asset Management, Inc.Q Capital SolutionsBlue Capital
CRM
SS&C Black DiamondUses it––
Planning Light
Advyzon––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Diamant Asset Management, Inc.: Fidelity · Q Capital Solutions: Schwab, Fidelity · Blue Capital: Schwab