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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 Kohlhepp Investment Advisors, LTD. (swap one in):+ Florian Financial Group LLC $215M · Williamsville, NY+ Simplyria Advisor Network $214.9M · Brighton, MI+ Liberty Financial Group, Inc. $194.3M · Elm Grove, WI+ Drum Hill Capital, LLC $194.3M · Westport, CT
Doylestown, PA
Erie, PA
Albany, NY
Assets under management$204.6M$215.8M$214.9M
Asset growth, last 2 years+18%+6%+134%
Advisory staff323
Individual clients201276315
Assets per client$1M$782K$682K
Clients per advisor67138105
Main custodianSchwab–Interactive Brokers
Filing with the SEC since2012 or earlier2012 or earlier2022
Tools in their stack–21
People on Advicer.bio3–2

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

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.

ToolKohlhepp Investment Advisors, LTD.Wedgewood Investors IncBroadway Advisor Group
Custodial Platform
Charles Schwab–Uses it–
Interactive Brokers––Uses it
Wealthscape (Fidelity)–Uses it–

Custodians on Form ADV: Kohlhepp Investment Advisors, LTD.: Schwab · Wedgewood Investors Inc: none listed · Broadway Advisor Group: Interactive Brokers