#36 of all scored RIAs nationally · higher than 99% of them
Results 59 of 60 · Drivers 20 of 40 · scored 2026-11-10 · how it works
From Form ADV, 2024 to 2026. Growth is scored against the 100 RIAs closest to Brindle & Bay Financial Advisors, LLC in assets and average client size; shrinking counts below zero. They move when the firm files.
Ahead of 95% of its peers. Individual clients, 2024 to 2026, with clients of firms it acquired taken out. Fewer clients than two years ago counts below zero.
Ahead of 100% of its peers. Assets, 2024 to 2026, with acquired firms' assets taken out. Growing more than 5 points slower than a 60/40 portfolio over the same dates counts below zero: clients took money out.
Ahead of 99% of its peers. Advisors who joined less advisors who left since the end of 2023, for the firm's size. Losing more than it gained counts below zero.
What the fastest-growing firms do more often, from the firm's website, its Form ADV and its Advicer.bio page. These can change this week.
Open Brindle & Bay Financial Advisors, LLC's TNT Tracker → Ten steps, one at a time, with prizes along the way.
Want the whole picture? The peer report puts Brindle & Bay Financial Advisors, LLC against each of these 100 peers, chart by chart, with the moves to make first.
Scored weekly. The line starts with the next weekly score.