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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):+ Financial Resources Group, LLC $89.3M · Glastonbury, CT+ Orchard Advisors $89.2M+ Kearney-Burch Financial Services, Inc. $80.7M+ Personal Financial Advisors, Inc. $80.3M · Pickerington, OH
Independence, OH
Houston, TX
Assets under management$85M$89.2M$89.3M
Asset growth, last 2 years–+15%–
Advisory staff1131
Individual clients14961144
Assets per client$570K$146K$2M
Clients per advisor1494744
Main custodian–Interactive Brokers–
Filing with the SEC since202620162026
Tools in their stack–––
People on Advicer.bio1121

From each firm's latest Form ADV (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

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 · Speight Asset Management, LLC: none listed