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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):+ Ghp Investment Advisors Inc $3.06B · Denver, CO+ Certified Advisory Corp $3.04B · Altamonte Springs, FL+ Abner Herrman & Brock, LLC $2.74B · Jersey City, NJ+ Bison Wealth, LLC $2.74B · Atlanta, GA
Tupelo, MS
Salt Lake City, UT
Raleigh, NC
Assets under management$2.89B$3.05B$2.74B
Asset growth, last 2 years+55%+88%+65%
Advisory staff121630
Individual clients3515142,123
Assets per client$8.2M$5.9M$1.3M
Clients per advisor293271
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20142020
Tools in their stack212
People on Advicer.bio132633

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 AdvisorsGuardian Wealth Advisors, LLC
CRM
Envestnet TamaracUses it––
Financial Planning
eMoneyUses itUses it–
Schedule Apps
Calendly––Uses it
Website Builders
Squarespace––Uses it

Custodians on Form ADV: Hardy Reed, LLC: Fidelity · Crewe Advisors: Schwab, Fidelity · Guardian Wealth Advisors, LLC: Schwab