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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 Hardy Reed, LLC (swap one in):+ Red Door Wealth Management, LLC $3.09B · Memphis, TN+ Ghp Investment Advisors Inc $3.06B · Denver, CO+ Guardian Wealth Advisors, LLC $2.74B · Raleigh, NC+ Abner Herrman & Brock, LLC $2.74B · Jersey City, NJ
Tupelo, MS
Salt Lake City, UT
Altamonte Springs, FL
Assets under management$2.89B$3.05B$3.04B
Asset growth, last 2 years+55%+88%+34%
Advisory staff121620
Individual clients3515142,476
Assets per client$8.2M$5.9M$1.2M
Clients per advisor2932124
Main custodianFidelitySchwabFidelity
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack21–
People on Advicer.bio132617

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

ToolHardy Reed, LLCCrewe AdvisorsCertified Advisory Corp
CRM
Envestnet TamaracUses it––
Financial Planning
eMoneyUses itUses it–

Custodians on Form ADV: Hardy Reed, LLC: Fidelity · Crewe Advisors: Schwab, Fidelity · Certified Advisory Corp: Fidelity, Schwab