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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 El Castillo Investments (swap one in):+ I-Cthru Inc. $1.9M+ La Loma Capital $1.9M+ Creative Retirement Planning, Inc. $1.7M · Sequim, WA+ Pinestar Capital Advisors LLC $1.7M
Boulder, CO
Assets under management$1.8M$1.9M$1.9M
Asset growth, last 2 years+5,194%––
Advisory staff212
Individual clients22914
Assets per client$82K$210K$135K
Clients per advisor1197
Main custodian–––
Filing with the SEC since202420232026
Tools in their stack–2–
People on Advicer.bio111

From each firm's latest Form ADV (May 2026, Apr 2023). 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

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.

ToolEl Castillo InvestmentsCompanions on Your JourneyPantile Investments
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–