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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 Michael Brady & Co., LLC (swap one in):+ Kiplinger Wealth Advisors $261.7M · Springboro, OH+ Portfolio Advisors, Inc. $261.2M · Fresno, CA+ Arlington Wealth Management $235.9M · Arlington Heights, IL+ Crew Capital Management, LTD. $235.4M · Cincinnati, OH
Westlake, OH
Solon, OH
Little Rock, AR
Assets under management$248.6M$262.8M$236.1M
Asset growth, last 2 years+27%+40%+16%
Advisory staff282
Individual clients2181,012337
Assets per client$1.1M$260K$701K
Clients per advisor109127169
Main custodianFidelityLPL FinancialFidelity
Filing with the SEC since2012 or earlier20142022
Tools in their stack213
People on Advicer.bio283

From each firm's latest Form ADV (Feb 2026, 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.

ToolMichael Brady & Co., LLCRedwood Financial NetworkIpsen Advisor Group
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
SS&C Black Diamond––Uses it
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Financial Planning
eMoney––Uses it
Planning Light
Advyzon––Uses it
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Michael Brady & Co., LLC: Fidelity · Redwood Financial Network: LPL Financial · Ipsen Advisor Group: Fidelity