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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+ Financial Designs Wealth Management $261.2M · Miami, FL+ Ipsen Advisor Group $236.1M · Little Rock, AR+ Crew Capital Management, LTD. $235.4M · Cincinnati, OH
Westlake, OH
Solon, OH
Fresno, CA
Assets under management$248.6M$262.8M$261.2M
Asset growth, last 2 years+27%+40%+27%
Advisory staff284
Individual clients2181,012238
Assets per client$1.1M$260K$1.1M
Clients per advisor10912760
Main custodianFidelityLPL FinancialSchwab
Filing with the SEC since2012 or earlier20142012 or earlier
Tools in their stack212
People on Advicer.bio284

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 NetworkPortfolio Advisors, Inc.
Schedule Apps
CalendlyUses it––
YouCanBookMe––Uses it
Advisor Lead Gen
Fee-Only NetworkUses it––
CRM
Envestnet Tamarac––Uses it
Custodial Platform
LPL Financial (ClientWorks)–Uses it–

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