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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 Zidel Financial Inc. (swap one in):+ North Forty Two & Co. $167.9M · Lake Oswego, OR+ Lloyd Park, LLC $167.9M+ Bartley Financial Advisors, LLC $151.6M · Bedford, NH+ Outbound Financial $151.2M · Boulder, CO
Breckenridge, CO
Colorado Springs, CO
Assets under management$159.6M$169.1M$167.8M
Asset growth, last 2 years+43%–+35%
Advisory staff123
Individual clients12821198
Assets per client$1.2M$802K$1.7M
Clients per advisor12810633
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220242024
Tools in their stack23–
People on Advicer.bio134

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.

ToolZidel Financial Inc.Planwiser FinancialHawkins Investment Counsel, LLC
Website Builders
Squarespace–Uses it–
WixUses it––
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Zidel Financial Inc.: Schwab · Planwiser Financial: Schwab · Hawkins Investment Counsel, LLC: Schwab, Vanguard, TIAA Cref Investment Management, LLC