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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+ Apogee Investment Management $120.6M+ 10elms LLP $120.6M · Tulsa, OK
Fort Collins, CO
Greenwood Village, CO
South Burlington, VT
Assets under management$127M$133.7M$120.5M
Asset growth, last 2 years+34%+43%–
Advisory staff324
Individual clients203200333
Assets per client$626K$669K$362K
Clients per advisor6810083
Main custodianSchwabFidelitySchwab
Filing with the SEC since202120232024
Tools in their stack–3–
People on Advicer.bio323

From each firm's latest Form ADV (Jun 2026, Mar 2026, Apr 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 AdvisorsQuantum Leap Capital, LLC
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 · Quantum Leap Capital, LLC: Schwab