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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 Planwiser Financial (swap one in):+ Smb Financial Services, Inc. $177.8M · Portland, OR+ Conway Financial Group, LLC $177.7M · Chesterfield, MO+ Collier Financial, Inc $160.5M · Denver, CO+ Zidel Financial Inc. $159.6M · Breckenridge, CO
Colorado Springs, CO
Folsom, CA
Colorado Springs, CO
Assets under management$169.1M$177.7M$159.7M
Asset growth, last 2 years–−28%+15%
Advisory staff223
Individual clients21118075
Assets per client$802K$987K$2.1M
Clients per advisor1069025
Main custodianSchwabSchwabSchwab
Filing with the SEC since20242012 or earlier2020
Tools in their stack321
People on Advicer.bio323

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

ToolPlanwiser FinancialGasber Financial Advisors, IncSeason Investments, LLC
CRM
Envestnet Tamarac–Uses it–
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses itUses it–
Financial Planning
eMoneyUses it––
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Planwiser Financial: Schwab · Gasber Financial Advisors, Inc: Schwab · Season Investments, LLC: Schwab