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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+ Fpfoco $151.7M · Fort Collins, CO+ Outbound Financial $151.2M · Boulder, CO
Colorado Springs, CO
Colorado Springs, CO
Austin, TX
Assets under management$159.7M$169.1M$151.7M
Asset growth, last 2 years+15%–+46%
Advisory staff323
Individual clients75211248
Assets per client$2.1M$802K$612K
Clients per advisor2510683
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020242019
Tools in their stack13–
People on Advicer.bio332

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 FinancialIntegrated Wealth Strategies, LLC
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Season Investments, LLC: Schwab · Planwiser Financial: Schwab · Integrated Wealth Strategies, LLC: Schwab