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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):+ Cam Investor Solutions $155.4M · Austin, TX+ Infinium Investment Advisors, LLC $155.3M · Denver, CO+ Plan First Wealth LLC $140.3M+ Colmina, LLC $140.3M · Seattle, WA
Wayzata, MN
Wayzata, MN
Farmingdale, ME
Assets under management$147.8M$155.3M$155.3M
Asset growth, last 2 years+13%+89%–
Advisory staff335
Individual clients128106846
Assets per client$1.2M$1.5M$184K
Clients per advisor4335169
Main custodianRBC––
Filing with the SEC since2012 or earlier2012 or earlier2024
Tools in their stack–1–
People on Advicer.bio135

From each firm's latest Form ADV (Jul 2026, Mar 2026, Jan 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 CapitalGrp Retirement Planning
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Perkins Capital Management Inc: RBC · Bannerstone Capital: none listed · Grp Retirement Planning: none listed