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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 Kolo Capital (swap one in):+ Forward Financial Planning LLC $2.6M · Phoenix, AZ+ Empower Financial Advisors, LLC $2.6M+ Wiara Investment Management, LLC $2.3M · Menasha, WI+ Lambent Asset Management, LLC $2.3M
Tucson, AZ
Scottsdale, AZ
Richmond, VA
Assets under management$2.5M$2.6M$2.3M
Asset growth, last 2 years––−95%
Advisory staff112
Individual clients231414
Assets per client$107K$189K$167K
Clients per advisor23147
Main custodian––Empower
Filing with the SEC since202620262020
Tools in their stack322
People on Advicer.bio–11

From each firm's latest Form ADV (Apr 2026, Jan 2026, Sep 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.

ToolKolo CapitalYour Investment AdvisorDp Grow LLC
Schedule Apps
Acuity Scheduling––Uses it
CalendlyUses it––
Website Builders
Squarespace–Uses itUses it
WixUses it––
Custodial Platform
AltruistUses itUses it–

Custodians on Form ADV: Kolo Capital: none listed · Your Investment Advisor: none listed · Dp Grow LLC: Empower