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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+ Advisor.com $126.8M · Charleston, SC+ Oak Street Investments $125.5M · Greenwood Village, CO
Centennial, CO
Seattle, WA
New York, NY
Assets under management$133.5M$140.3M$126.7M
Asset growth, last 2 years+29%+2%+80%
Advisory staff152
Individual clients149207180
Assets per client$896K$678K$704K
Clients per advisor1494190
Main custodianSchwabFidelityFidelity
Filing with the SEC since202420222019
Tools in their stack–42
People on Advicer.bio162

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, LLCBone Fide Wealth
Custodial Platform
Altruist––Uses it
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Website Builders
Squarespace––Uses it
Wix–Uses it–
Schedule Apps
Calendly–Uses it–

Custodians on Form ADV: Loyd Financial Management Inc.: Schwab · Colmina, LLC: Fidelity, Schwab · Bone Fide Wealth: Fidelity