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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 Bryspen, Incorporated (swap one in):+ Wmgna $346.4M · Farmington, CT+ Long Road Investment Counsel, LLC $346.4M · Kalamazoo, MI+ Jpc Wealth Management, Inc. $312.7M · Petaluma, CA+ Brady Family Wealth, LLC $312.7M · Saint Louis, MO
Washington, DC
Lafayette, CA
Charlottesville, VA
Assets under management$329.3M$346.4M$346.1M
Asset growth, last 2 years+26%+59%+32%
Advisory staff232
Individual clients58225219
Assets per client$5.7M$1.5M$1.6M
Clients per advisor2975110
Main custodian–SchwabSchwab
Filing with the SEC since2012 or earlier2012 or earlier2014
Tools in their stack––4
People on Advicer.bio132

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

ToolBryspen, IncorporatedGebhardt Group, IncRede Wealth, LLC
Client File Sharing
Box––Uses it
Custodial Platform
Charles Schwab––Uses it
Email & Office Suites
Microsoft 365––Uses it
Schedule Apps
OnceHub––Uses it

Custodians on Form ADV: Bryspen, Incorporated: none listed · Gebhardt Group, Inc: Schwab, Fidelity · Rede Wealth, LLC: Schwab