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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):+ The Enterprise Investment Company $607.1M · Farmington Hills, MI+ Cogentblue $606M · Knoxville, TN+ Crux Wealth Advisors $547.7M · Long Beach, CA+ Adaptive Financial Consulting, LLC $547.1M · Beachwood, OH
Knoxville, TN
Radnor, PA
Hoover, AL
Assets under management$577M$607M$547.5M
Asset growth, last 2 years+30%+38%+54%
Advisory staff5213
Individual clients741121,090
Assets per client$779K$50.6M$502K
Clients per advisor148684
Main custodianSchwabUBSSchwab
Filing with the SEC since2012 or earlier2012 or earlier2018
Tools in their stack–––
People on Advicer.bio9214

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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Brogan Financial: Schwab · Drexel Morgan & Co.: UBS · Truewealth Advisors, LLC: Schwab