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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
Lake Oswego, OR
Assets under management$159.7M$169.1M$167.9M
Asset growth, last 2 years+15%–+18%
Advisory staff321
Individual clients7521174
Assets per client$2.1M$802K$2.3M
Clients per advisor2510674
Main custodianSchwabSchwabSchwab
Filing with the SEC since202020242021
Tools in their stack131
People on Advicer.bio331

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 FinancialNorth Forty Two & Co.
CRM
SS&C Black DiamondUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Portfolio Management
Orion––Uses it
Website Builders
Squarespace–Uses it–

Custodians on Form ADV: Season Investments, LLC: Schwab · Planwiser Financial: Schwab · North Forty Two & Co.: Schwab