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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 Perkins Capital Management Inc (swap one in):+ Infinium Investment Advisors, LLC $155.3M · Denver, CO+ Grp Retirement Planning $155.3M · Farmingdale, ME+ Plan First Wealth LLC $140.3M+ Olive Branch Capital, LLC $140.2M
Wayzata, MN
Wayzata, MN
Seattle, WA
Assets under management$147.8M$155.3M$140.3M
Asset growth, last 2 years+13%+89%+2%
Advisory staff335
Individual clients128106207
Assets per client$1.2M$1.5M$678K
Clients per advisor433541
Main custodianRBC–Fidelity
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–14
People on Advicer.bio136

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

ToolPerkins Capital Management IncBannerstone CapitalColmina, LLC
Custodial Platform
Charles Schwab––Uses it
Wealthscape (Fidelity)––Uses it
Website Builders
Squarespace–Uses it–
Wix––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Perkins Capital Management Inc: RBC · Bannerstone Capital: none listed · Colmina, LLC: Fidelity, Schwab