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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+ Ventura Advisors $80.6M · Woodland Hills, CA
Independence, OH
Pickerington, OH
Assets under management$85M$89.2M$80.3M
Asset growth, last 2 years–+15%–
Advisory staff1133
Individual clients149611155
Assets per client$570K$146K$518K
Clients per advisor1494752
Main custodian–Interactive Brokers–
Filing with the SEC since202620162026
Tools in their stack–––
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

None of these firms' tools are on Advicer.bio yet. People who work there can add them from their page.

Custodians on Form ADV: Kedzior Wealth Management LLC: none listed · Tradeway: Interactive Brokers · Personal Financial Advisors, Inc.: none listed