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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 Fpfoco (swap one in):+ Collier Financial, Inc $160.5M · Denver, CO+ Zidel Financial Inc. $159.6M · Breckenridge, CO+ Tactivest, LLC $144M+ Pmg Family Office, LLC $144M · Plano, TX
Fort Collins, CO
Colorado Springs, CO
Lakeland, FL
Assets under management$151.7M$159.7M$144.1M
Asset growth, last 2 years–+15%+8%
Advisory staff332
Individual clients11975130
Assets per client$1.3M$2.1M$1.1M
Clients per advisor402565
Main custodianSchwabSchwab–
Filing with the SEC since202420202020
Tools in their stack71–
People on Advicer.bio332

From each firm's latest Form ADV (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.

ToolFpfocoSeason Investments, LLCJames I. Black & Company
Cash Management/Budgeting
FlourishUses it––
MonarchUses it––
Custodial Platform
Betterment Advisor SolutionsUses it––
Charles SchwabUses it––
CRM
SS&C Black Diamond–Uses it–
Financial Planning
RightCapital (Right Capital)Uses it––
Retirement Planning
Income LabUses it––
Schedule Apps
OnceHubUses it––

Custodians on Form ADV: Fpfoco: Schwab, Fidelity · Season Investments, LLC: Schwab · James I. Black & Company: none listed