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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+ Cogentblue $606M · Knoxville, TN+ Crux Wealth Advisors $547.7M · Long Beach, CA+ Truewealth Advisors, LLC $547.5M · Hoover, AL
Knoxville, TN
Radnor, PA
Farmington Hills, MI
Assets under management$577M$607M$607.1M
Asset growth, last 2 years+30%+38%+40%
Advisory staff527
Individual clients74112795
Assets per client$779K$50.6M$764K
Clients per advisor1486114
Main custodianSchwabUBSFidelity
Filing with the SEC since2012 or earlier2012 or earlier2015
Tools in their stack––1
People on Advicer.bio922

From each firm's latest Form ADV (Mar 2026, Aug 2026, Apr 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.The Enterprise Investment Company
Client File Sharing
ShareFile––Uses it

Custodians on Form ADV: Brogan Financial: Schwab · Drexel Morgan & Co.: UBS · The Enterprise Investment Company: Fidelity