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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 Public Safety Financial/Galloway (swap one in):+ Mld Investment Advisory, Inc. $18.8M · Henderson, NV+ Migh Financial Planner, LLC $18.8M+ Crimson Investment Managers, LLC $17M · Westminster, CA+ Meche and Associates LLC $17M · Lafayette, LA
Mesa, AZ
Goodyear, AZ
Assets under management$17.9M$18.8M$18.9M
Asset growth, last 2 years−98%––
Advisory staff2312
Individual clients74–154
Assets per client$242K–$123K
Clients per advisor3–77
Main custodianSchwab––
Filing with the SEC since2012 or earlier20262026
Tools in their stack131
People on Advicer.bio2712

From each firm's latest Form ADV (Jun 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

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.

ToolPublic Safety Financial/GallowayRuda FinancialArete Financial Solutions, LLC
Advisor Lead Gen
Fee-Only Network–Uses it–
Schedule Apps
Calendly–Uses it–
Website Builders
SquarespaceUses itUses itUses it

Custodians on Form ADV: Public Safety Financial/Galloway: Schwab, Pershing · Ruda Financial: none listed · Arete Financial Solutions, LLC: none listed