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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):+ Steele Street Capital LLC $140.5M · Portsmouth, NH+ Plan First Wealth LLC $140.3M+ Advisor.com $126.8M · Charleston, SC+ Oak Street Investments $125.5M · Greenwood Village, CO
Centennial, CO
Seattle, WA
Assets under management$133.5M$140.3M$140.2M
Asset growth, last 2 years+29%+2%+16%
Advisory staff152
Individual clients149207142
Assets per client$896K$678K$988K
Clients per advisor1494171
Main custodianSchwabFidelitySchwab
Filing with the SEC since202420222023
Tools in their stack–4–
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, LLCOlive Branch Capital, LLC
Custodial Platform
Charles Schwab–Uses it–
Wealthscape (Fidelity)–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
Wix–Uses it–

Custodians on Form ADV: Loyd Financial Management Inc.: Schwab · Colmina, LLC: Fidelity, Schwab · Olive Branch Capital, LLC: Schwab