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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):+ Financial Designs Wealth Management $261.2M · Miami, FL+ Portfolio Advisors, Inc. $261.2M · Fresno, CA+ Ipsen Advisor Group $236.1M · Little Rock, AR+ Crew Capital Management, LTD. $235.4M · Cincinnati, OH
Westlake, OH
Solon, OH
Springboro, OH
Assets under management$248.6M$262.8M$261.7M
Asset growth, last 2 years+27%+40%+38%
Advisory staff285
Individual clients2181,012434
Assets per client$1.1M$260K$603K
Clients per advisor10912787
Main custodianFidelityLPL FinancialAltruist
Filing with the SEC since2012 or earlier20142023
Tools in their stack21–
People on Advicer.bio285

From each firm's latest Form ADV (Feb 2026, Mar 2026, Oct 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 NetworkKiplinger Wealth Advisors
Advisor Lead Gen
Fee-Only NetworkUses it––
Custodial Platform
LPL Financial (ClientWorks)–Uses it–
Schedule Apps
CalendlyUses it––

Custodians on Form ADV: Michael Brady & Co., LLC: Fidelity · Redwood Financial Network: LPL Financial · Kiplinger Wealth Advisors: Altruist, Schwab