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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 Byrne Financial Freedom, LLC (swap one in):+ Rezny Wealth Management, Inc. $576M · Fort Myers, FL+ Sage Advisors, LLC $575.1M · Edmonds, WA+ Northstar Financial Companies, Inc. $519M · Conshohocken, PA+ Florek Financial, LLC $511M · Duxbury, MA
Franklin, MA
Columbus, OH
Boise, ID
Assets under management$546.4M$574.9M$573.9M
Asset growth, last 2 years+53%+30%+75%
Advisory staff623
Individual clients956184217
Assets per client$572K$3.1M$2.6M
Clients per advisor1599272
Main custodianLPL FinancialPershingSchwab
Filing with the SEC since20162012 or earlier2012 or earlier
Tools in their stack2–5
People on Advicer.bio723

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

ToolByrne Financial Freedom, LLCKeidan Financial Consultants LLCBerkeley, Inc
Client File Sharing
ShareFile––Uses it
Custodial Platform
LPL Financial (ClientWorks)Uses it––
Digital Marketing
Snappy KrakenUses it–Uses it
Financial Planning
RightCapital (Right Capital)––Uses it
Portfolio Management
Orion––Uses it
Schedule Apps
Calendly––Uses it

Custodians on Form ADV: Byrne Financial Freedom, LLC: LPL Financial · Keidan Financial Consultants LLC: Pershing · Berkeley, Inc: Schwab