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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+ Guardian Wealth Advisors, LLC $2.74B · Raleigh, NC+ Abner Herrman & Brock, LLC $2.74B · Jersey City, NJ
Tupelo, MS
Salt Lake City, UT
Memphis, TN
Assets under management$2.89B$3.05B$3.09B
Asset growth, last 2 years+55%+88%+72%
Advisory staff121610
Individual clients351514929
Assets per client$8.2M$5.9M$3.3M
Clients per advisor293293
Main custodianFidelitySchwabSchwab
Filing with the SEC since2012 or earlier20142014
Tools in their stack213
People on Advicer.bio132610

From each firm's latest Form ADV (Sep 2026, Aug 2026, Jul 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 AdvisorsRed Door Wealth Management, LLC
CRM
Envestnet TamaracUses it––
SS&C Black Diamond––Uses it
Custodial Platform
Charles Schwab––Uses it
Digital Marketing
Mailchimp––Uses it
Financial Planning
eMoneyUses itUses it–

Custodians on Form ADV: Hardy Reed, LLC: Fidelity · Crewe Advisors: Schwab, Fidelity · Red Door Wealth Management, LLC: Schwab