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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+ Retirement Income Strategies, LLC $159M · Evansville, WI+ Sheikh Investments, Inc. $143.6M · Columbus, OH+ Todo Capital, LLC $143.6M
Boulder, CO
Colorado Springs, CO
Edina, MN
Assets under management$151.2M$159.7M$143.6M
Asset growth, last 2 years–+15%+5%
Advisory staff136
Individual clients15075697
Assets per client$1M$2.1M$206K
Clients per advisor15025116
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420202023
Tools in their stack412
People on Advicer.bio135

From each firm's latest Form ADV (Mar 2026, Oct 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, LLCStar Capital Inc.
Schedule Apps
Calendly––Uses it
OnceHubUses it––
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses it––
Proposal Generation/Sales Enablement
Nitrogen––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Outbound Financial: Schwab · Season Investments, LLC: Schwab · Star Capital Inc.: Schwab, Athene Securities, LLC