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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):+ Lloyd Park, LLC $167.9M+ Hawkins Investment Counsel, LLC $167.8M+ Bartley Financial Advisors, LLC $151.6M · Bedford, NH+ Red Crane Wealth Management, LLC $151.6M · Palo Alto, CA
Breckenridge, CO
Colorado Springs, CO
Boulder, CO
Assets under management$159.6M$169.1M$151.2M
Asset growth, last 2 years+43%––
Advisory staff121
Individual clients128211150
Assets per client$1.2M$802K$1M
Clients per advisor128106150
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220242024
Tools in their stack234
People on Advicer.bio131

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 FinancialOutbound Financial
Schedule Apps
CalendlyUses it––
OnceHub––Uses it
Website Builders
Squarespace–Uses itUses it
WixUses it––
Advisor Lead Gen
Fee-Only Network––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses itUses it

Custodians on Form ADV: Zidel Financial Inc.: Schwab · Planwiser Financial: Schwab · Outbound Financial: Schwab