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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+ Bone Fide Wealth $126.7M · New York, NY
Centennial, CO
Seattle, WA
Greenwood Village, CO
Assets under management$133.5M$140.3M$125.5M
Asset growth, last 2 years+29%+2%+12%
Advisory staff151
Individual clients14920765
Assets per client$896K$678K$1.9M
Clients per advisor1494165
Main custodianSchwabFidelityAltruist
Filing with the SEC since202420222023
Tools in their stack–45
People on Advicer.bio161

From each firm's latest Form ADV (Feb 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.

ToolLoyd Financial Management Inc.Colmina, LLCOak Street Investments
Custodial Platform
Charles Schwab–Uses itUses it
Altruist––Uses it
Wealthscape (Fidelity)–Uses it–
Schedule Apps
Acuity Scheduling––Uses it
Calendly–Uses it–
Advisor Lead Gen
Fee-Only Network––Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Website Builders
Wix–Uses it–

Custodians on Form ADV: Loyd Financial Management Inc.: Schwab · Colmina, LLC: Fidelity, Schwab · Oak Street Investments: Altruist, Schwab