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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 Brogan Financial (swap one in):+ Drake & Associates, LLC $607.3M · Waukesha, WI+ The Enterprise Investment Company $607.1M · Farmington Hills, MI+ Crux Wealth Advisors $547.7M · Long Beach, CA+ Truewealth Advisors, LLC $547.5M · Hoover, AL
Knoxville, TN
Radnor, PA
Knoxville, TN
Assets under management$577M$607M$606M
Asset growth, last 2 years+30%+38%−3%
Advisory staff524
Individual clients74112112
Assets per client$779K$50.6M$5.4M
Clients per advisor148628
Main custodianSchwabUBSFidelity
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack––4
People on Advicer.bio926

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

ToolBrogan FinancialDrexel Morgan & Co.Cogentblue
Schedule Apps
Calendly––Uses it
GReminders––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoney––Uses it

Custodians on Form ADV: Brogan Financial: Schwab · Drexel Morgan & Co.: UBS · Cogentblue: Fidelity