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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 Iwealth (swap one in):+ Financial Decisions, LLC $327.7M · New York, NY+ Cimarron Wealth Management, Inc. $327.3M · Montrose, CO+ Golden Bay Advisors LLC $295.7M+ Trademark Financial Management, LLC $293.4M · Bloomington, MN
Waseca, MN
Minneapolis, MN
Birmingham, MI
Assets under management$311.6M$329.6M$295.9M
Asset growth, last 2 years–+26%+57%
Advisory staff5184
Individual clients714811279
Assets per client$436K$406K$1.1M
Clients per advisor1434570
Main custodianSEI–Schwab
Filing with the SEC since20242012 or earlier2019
Tools in their stack––3
People on Advicer.bio6264

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

ToolIwealthColliers Securities LLCPalatine Hill Wealth Management
Custodial Platform
Charles Schwab––Uses it
Financial Planning
eMoney––Uses it
Website Builders
Webflow––Uses it

Custodians on Form ADV: Iwealth: SEI, LPL Financial · Colliers Securities LLC: none listed · Palatine Hill Wealth Management: Schwab