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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 Logbook Financial Planning, LLC (swap one in):+ Jim Mckeever $87.9M+ Horizons Planning Corporation $87.9M · Ann Arbor, MI+ Brexton Family Financial, LLC $79.4M+ Forsythe Wealth Management, Inc. $79.4M · Crown Point, IN
Crested Butte, CO
Conshohocken, PA
Assets under management$83.6M$87.9M$87.8M
Asset growth, last 2 years––+171%
Advisory staff113
Individual clients70155406
Assets per client$1.2M$567K$216K
Clients per advisor70155135
Main custodian––Schwab
Filing with the SEC since202620262021
Tools in their stack221
People on Advicer.bio115

From each firm's latest Form ADV (Jan 2026, Mar 2026, May 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

1 tool 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.

ToolLogbook Financial Planning, LLCRed Lady Capital Management, LLCWealthfd
CRM
Envestnet Tamarac–Uses it–
Financial Planning
eMoneyUses itUses itUses it
Website Builders
WebflowUses it––

Custodians on Form ADV: Logbook Financial Planning, LLC: none listed · Red Lady Capital Management, LLC: none listed · Wealthfd: Schwab