Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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):+ Strategic Financial Group, L.l.c. $105.7M · Grand Haven, MI+ Russell Wealth Advisors $105.6M · Boone, IA+ Kcr Wealth Management, LLC $95.4M · Reston, VA+ East West Investment Advisors, LLC $95.4M
Columbus, IN
Assets under management$100.4M$105.6M$105.7M
Asset growth, last 2 years–––
Advisory staff214
Individual clients946106
Assets per client$1.1M$17.6M$997K
Clients per advisor47627
Main custodianSchwab––
Filing with the SEC since202420262026
Tools in their stack4–5
People on Advicer.bio214

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, LLCWwa Planning & Investments
Schedule Apps
Acuity Scheduling––Uses it
OnceHubUses it––
Custodial Platform
Charles SchwabUses it–Uses it
Digital Marketing
Snappy Kraken––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
eMoneyUses it––
Planning Light
Advyzon––Uses it
Website Builders
SquarespaceUses it––

Custodians on Form ADV: Bridge Financial Planning, LLC: Schwab · Candor Financial, LLC: none listed · Wwa Planning & Investments: none listed