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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 Loyd Financial Management Inc. (swap one in):+ Plan First Wealth LLC $140.3M+ Olive Branch Capital, LLC $140.2M+ Bone Fide Wealth $126.7M · New York, NY+ Oak Street Investments $125.5M · Greenwood Village, CO
Centennial, CO
Seattle, WA
Charleston, SC
Assets under management$133.5M$140.3M$126.8M
Asset growth, last 2 years+29%+2%+118%
Advisory staff153
Individual clients149207426
Assets per client$896K$678K$298K
Clients per advisor14941142
Main custodianSchwabFidelityAltruist
Filing with the SEC since202420222023
Tools in their stack–43
People on Advicer.bio163

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

ToolLoyd Financial Management Inc.Colmina, LLCAdvisor.com
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Website Builders
Webflow––Uses it
Wix–Uses it–
Advisor Lead Gen
Advisor.com––Uses it
Schedule Apps
Calendly–Uses itUses it

Custodians on Form ADV: Loyd Financial Management Inc.: Schwab · Colmina, LLC: Fidelity, Schwab · Advisor.com: Altruist