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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+ Outbound Financial $151.2M · Boulder, CO
Breckenridge, CO
Colorado Springs, CO
Palo Alto, CA
Assets under management$159.6M$169.1M$151.6M
Asset growth, last 2 years+43%–+289%
Advisory staff123
Individual clients128211155
Assets per client$1.2M$802K$978K
Clients per advisor12810652
Main custodianSchwabSchwabSchwab
Filing with the SEC since202220242016
Tools in their stack233
People on Advicer.bio132

From each firm's latest Form ADV (Mar 2026, Oct 2026, Feb 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 FinancialRed Crane Wealth Management, LLC
Website Builders
Squarespace–Uses it–
WixUses it––
Client File Sharing
ShareFile––Uses it
Custodial Platform
Charles Schwab–Uses it–
Financial Planning
eMoney–Uses itUses it
Schedule Apps
CalendlyUses it–Uses it

Custodians on Form ADV: Zidel Financial Inc.: Schwab · Planwiser Financial: Schwab · Red Crane Wealth Management, LLC: Schwab