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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 Kedzior Wealth Management LLC (swap one in):+ Speight Asset Management, LLC $89.3M · Houston, TX+ Orchard Advisors $89.2M+ Kearney-Burch Financial Services, Inc. $80.7M+ Personal Financial Advisors, Inc. $80.3M · Pickerington, OH
Independence, OH
Glastonbury, CT
Assets under management$85M$89.2M$89.3M
Asset growth, last 2 years–+15%–
Advisory staff1133
Individual clients149611404
Assets per client$570K$146K$221K
Clients per advisor14947135
Main custodian–Interactive Brokers–
Filing with the SEC since202620162026
Tools in their stack––2
People on Advicer.bio1123

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.

ToolKedzior Wealth Management LLCTradewayFinancial Resources Group, LLC
Advisor Lead Gen
Planswell––Uses it
Planning Light
Advyzon––Uses it

Custodians on Form ADV: Kedzior Wealth Management LLC: none listed · Tradeway: Interactive Brokers · Financial Resources Group, LLC: none listed