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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 Outbound Financial (swap one in):+ Zidel Financial Inc. $159.6M · Breckenridge, CO+ R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors $159.1M · Dewitt, NY+ Sheikh Investments, Inc. $143.6M · Columbus, OH+ Star Capital Inc. $143.6M · Edina, MN
Boulder, CO
Colorado Springs, CO
Evansville, WI
Assets under management$151.2M$159.7M$159M
Asset growth, last 2 years–+15%+61%
Advisory staff132
Individual clients15075339
Assets per client$1M$2.1M$469K
Clients per advisor15025170
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420202022
Tools in their stack41–
People on Advicer.bio13–

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

ToolOutbound FinancialSeason Investments, LLCRetirement Income Strategies, LLC
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses it––
Schedule Apps
OnceHubUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Outbound Financial: Schwab · Season Investments, LLC: Schwab · Retirement Income Strategies, LLC: Schwab