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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):+ R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors $159.1M · Dewitt, NY+ Retirement Income Strategies, LLC $159M · Evansville, WI+ Sheikh Investments, Inc. $143.6M · Columbus, OH+ Star Capital Inc. $143.6M · Edina, MN
Boulder, CO
Colorado Springs, CO
Breckenridge, CO
Assets under management$151.2M$159.7M$159.6M
Asset growth, last 2 years–+15%+43%
Advisory staff131
Individual clients15075128
Assets per client$1M$2.1M$1.2M
Clients per advisor15025128
Main custodianSchwabSchwabSchwab
Filing with the SEC since202420202022
Tools in their stack412
People on Advicer.bio131

From each firm's latest Form ADV (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.

ToolOutbound FinancialSeason Investments, LLCZidel Financial Inc.
Schedule Apps
Calendly––Uses it
OnceHubUses it––
Website Builders
SquarespaceUses it––
Wix––Uses it
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
SS&C Black Diamond–Uses it–
Financial Planning
eMoneyUses it––

Custodians on Form ADV: Outbound Financial: Schwab · Season Investments, LLC: Schwab · Zidel Financial Inc.: Schwab