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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 Season Investments, LLC (swap one in):+ Lloyd Park, LLC $167.9M+ Hawkins Investment Counsel, LLC $167.8M+ Integrated Wealth Strategies, LLC $151.7M · Austin, TX+ Outbound Financial $151.2M · Boulder, CO
Colorado Springs, CO
Colorado Springs, CO
Fort Collins, CO
Assets under management$159.7M$169.1M$151.7M
Asset growth, last 2 years+15%––
Advisory staff323
Individual clients75211119
Assets per client$2.1M$802K$1.3M
Clients per advisor2510640
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020242024
Tools in their stack137
People on Advicer.bio333

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.

ToolSeason Investments, LLCPlanwiser FinancialFpfoco
Cash Management/Budgeting
Flourish––Uses it
Monarch––Uses it
Custodial Platform
Charles Schwab–Uses itUses it
Betterment Advisor Solutions––Uses it
Financial Planning
eMoney–Uses it–
RightCapital (Right Capital)––Uses it
CRM
SS&C Black DiamondUses it––
Retirement Planning
Income Lab––Uses it
Schedule Apps
OnceHub––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Season Investments, LLC: Schwab · Planwiser Financial: Schwab · Fpfoco: Schwab, Fidelity