Advicers.The community for financial advisors who care about their techJoin · $29/mo →
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 Crew Capital Management, LTD. (swap one in):+ Kral Financial Advisors, LLC $247.4M+ Bpp Wealth Solutions, LLC $247.3M · Basking Ridge, NJ+ Sterling Wealth Advisors, Inc. $223.5M · Plantation, FL+ Beacon Capital Advisory Group $223.5M · Charlotte, NC
Cincinnati, OH
Westlake, OH
Exeter, NH
Assets under management$235.4M$248.6M$247.2M
Asset growth, last 2 years+43%+27%+46%
Advisory staff723
Individual clients203218148
Assets per client$1.2M$1.1M$1.7M
Clients per advisor2910949
Main custodianSchwabFidelitySchwab
Filing with the SEC since20202012 or earlier2015
Tools in their stack–22
People on Advicer.bio624

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.

ToolCrew Capital Management, LTD.Michael Brady & Co., LLCBlueline Advisors
Schedule Apps
Acuity Scheduling––Uses it
Calendly–Uses it–
Advisor Lead Gen
Fee-Only Network–Uses it–
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Crew Capital Management, LTD.: Schwab · Michael Brady & Co., LLC: Fidelity · Blueline Advisors: Schwab, LPL Financial, Wells Fargo