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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 Growstrong Wealth Strategies (swap one in):+ Lasalle Investment Advisors, Inc. $133.6M · Pewaukee, WI+ Loyd Financial Management Inc. $133.5M · Centennial, CO+ 10elms LLP $120.6M · Tulsa, OK+ Quantum Leap Capital, LLC $120.5M · South Burlington, VT
Fort Collins, CO
Greenwood Village, CO
Assets under management$127M$133.7M$120.6M
Asset growth, last 2 years+34%+43%+11%
Advisory staff321
Individual clients203200121
Assets per client$626K$669K$997K
Clients per advisor68100121
Main custodianSchwabFidelity–
Filing with the SEC since202120232016
Tools in their stack–3–
People on Advicer.bio32–

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

ToolGrowstrong Wealth StrategiesPanorama Wealth AdvisorsApogee Investment Management
Digital Marketing
Snappy Kraken–Uses it–
Financial Planning
eMoney–Uses it–
Proposal Generation/Sales Enablement
Nitrogen–Uses it–

Custodians on Form ADV: Growstrong Wealth Strategies: Schwab, Matrix/Broadridge, American Tcs · Panorama Wealth Advisors: Fidelity · Apogee Investment Management: none listed