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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 Bridge Financial Planning, LLC (swap one in):+ Wwa Planning & Investments $105.7M · Columbus, IN+ Strategic Financial Group, L.l.c. $105.7M · Grand Haven, MI+ Kcr Wealth Management, LLC $95.4M · Reston, VA+ East West Investment Advisors, LLC $95.4M
Boone, IA
Assets under management$100.4M$105.6M$105.6M
Asset growth, last 2 years–––
Advisory staff213
Individual clients946121
Assets per client$1.1M$17.6M$873K
Clients per advisor47640
Main custodianSchwab––
Filing with the SEC since202420262026
Tools in their stack4–2
People on Advicer.bio213

From each firm's latest Form ADV (May 2026, Mar 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.

ToolBridge Financial Planning, LLCCandor Financial, LLCRussell Wealth Advisors
Custodial Platform
Charles SchwabUses it––
LPL Financial (ClientWorks)––Uses it
Financial Planning
eMoneyUses it––
Schedule Apps
OnceHubUses it–Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Bridge Financial Planning, LLC: Schwab · Candor Financial, LLC: none listed · Russell Wealth Advisors: none listed